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PREFPREF
Showing 8 of 9 quarters

Position history for &PARTNERS&PARTNERS's holdings in PRINCIPAL EXCHANGE TRADED FD

&PARTNERS holds 264,728 shares of PREF (PRINCIPAL EXCHANGE TRADED FD), worth $5M as of 2026-Q2. The position was increased (+50.8% shares). PREF represents 0.0% of &PARTNERS's portfolio.

Current Value

$5M

Current Shares

264,728

Total Value Change

+$4.2M

Total Shares Change

+217,856

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
264,728
+50.8%
$5M0.0%$18.98
37
2026-Q1
Increased
175,575
+69.2%
$3.3M0.0%$18.49
39
2025-Q4
Decreased
103,787
-0.8%
$2M0.0%$18.58
0
2025-Q3
Increased
104,577
+10.4%
$2M0.0%$18.32
29
2025-Q2
Decreased
94,733
-2.0%
$1.8M0.0%$17.94
0
2025-Q1
Increased
96,716
+3.8%
$1.8M0.0%$17.48
27
2024-Q4
Increased
93,148
+98.7%
$1.7M0.0%$17.26
41
2024-Q3
Increased
46,872
+338.1%
$881,6620.0%$17.17
40

Other major holders of PREF: PRINCIPAL FINANCIAL GROUP INC, BANK OF AMERICA CORP /DE/

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