PREF — PRINCIPAL EXCHANGE TRADED FD

Ownership history in Tyche Wealth Partners LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Tyche Wealth Partners LLC reported a position in PRINCIPAL EXCHANGE TRADED FD (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
2.61% (2024 Q2)
Avg. % of fund
2.08%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 384,025 -17,676 -4.4% 1.16% $7.3M $18.91
2025 Q3 REDUCED 401,701 -6,447 -1.6% 1.35% $7.7M $18.65
2025 Q2 REDUCED 408,148 -196,623 -32.5% 1.55% $7.7M $18.26
2025 Q1 ADDED 604,771 +9,840 +1.7% 2.45% $11.3M $17.79
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PREF price (monthly, adj. close)

Other funds also holding PREF

As of 2025 Q4 — sorted by position size

Permanens Capital L.P. 3Y 7Y 4.27% ROGCO, LP 2.44% CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 1.9% Meadow Creek Wealth Advisors LLC 3Y 1.7% PSI Advisors, LLC 3Y 1.44% Bensler, LLC 3Y 1.35% AXS Investments LLC 3Y 1.13% Legacy Bridge, LLC 3Y 7Y 0.97% Grey Ledge Advisors, LLC 3Y 7Y 0.9% L2 Asset Management, LLC 3Y 0.8%
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