PREF Principal Spectrum Pref Secs Actv ETF

Ownership history in ROGCO, LP  ·  10 quarters on record

This page tracks every 13F SEC filing in which ROGCO, LP reported a position in Principal Spectrum Pref Secs Actv ETF (PREF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.01% (2023 Q3)
Avg. % of fund
2.53%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 387,187 +3,484 +0.9% 2.44% $7.4M $18.91
2025 Q3 ADDED 383,703 +3,019 +0.8% 2.58% $7.3M $18.65
2025 Q2 ADDED 380,684 +5,369 +1.4% 2.72% $7.2M $18.26
2025 Q1 ADDED 375,315 +23,632 +6.7% 2.81% $7.0M $17.79
2024 Q4 ADDED 351,683 +200 +0.1% 2.67% $6.5M $17.56
2024 Q3 ADDED 351,483 +58,942 +20.1% 2.59% $6.6M $17.48
2024 Q2 ADDED 292,541 +1,627 +0.6% 2.17% $5.3M $16.73
2024 Q1 ADDED 290,914 +5,019 +1.8% 2.16% $5.3M $16.47
2023 Q4 REDUCED 285,895 -75,120 -20.8% 2.19% $5.0M $15.76
2023 Q3 INITIATED 361,015 3.01% $6.1M
% of Fund (quarterly)    PREF price (monthly, adj. close)
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