PREF — PRINCIPAL SPECTRUM PREF SECS E

Ownership history in US BANCORP \DE\  ·  6 quarters on record

This page tracks every 13F SEC filing in which US BANCORP \DE\ reported a position in PRINCIPAL SPECTRUM PREF SECS E (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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,600 — 0% 0.00% $31K $18.65
2025 Q2 UNCHANGED 1,600 — 0% 0.00% $30K $18.26
2025 Q1 UNCHANGED 1,600 — 0% 0.00% $30K $17.79
2024 Q4 UNCHANGED 1,600 — 0% 0.00% $30K $17.56
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% 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% Tyche Wealth Partners LLC 1.16% AXS Investments LLC 3Y 1.13% Legacy Bridge, LLC 3Y 7Y 0.97% Grey Ledge Advisors, LLC 3Y 7Y 0.9%
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