Back to FW Focus Partners Wealth

PREFPREF
5 quarters

Position history for FWFocus Partners Wealth's holdings in PRINCIPAL EXCHANGE TRADED FD

Focus Partners Wealth holds 258,990 shares of PREF (PRINCIPAL EXCHANGE TRADED FD), worth $4.9M as of 2026-Q2. The position was decreased (-0.5% shares). PREF represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$4.9M

Current Shares

258,990

Total Value Change

+$328,157

Total Shares Change

+16,070

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
258,990
-0.5%
$4.9M0.0%$18.98
0
2026-Q1
Unchanged
260,375
0.0%
$4.9M0.0%$18.49
0
2025-Q4
Increased
260,375
+6.5%
$5M0.0%$18.58
29
2025-Q3
Increased
244,560
+0.7%
$4.7M0.0%$18.32
27
2025-Q2
New
242,920
-
$4.6M0.0%$17.94
37

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used