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PREFPREF
Showing 8 of 12 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in PRINCIPAL EXCHANGE TRADED FD

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 633,860 shares of PREF (PRINCIPAL EXCHANGE TRADED FD), worth $12M as of 2026-Q2. The position was increased (+5.2% shares). PREF represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$12M

Current Shares

633,860

Total Value Change

-$9.5M

Total Shares Change

-509,198

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
633,860
+5.2%
$12M0.0%$18.98
29
2026-Q1
Decreased
602,488
-49.3%
$11.3M0.0%$18.49
0
2025-Q4
Decreased
1.2M
-1.8%
$22.7M0.0%$18.58
0
2025-Q3
Decreased
1.2M
-0.4%
$23.1M0.0%$18.32
0
2025-Q2
Decreased
1.2M
-1.6%
$23M0.0%$17.94
0
2025-Q1
Increased
1.2M
+5.2%
$23.1M0.0%$17.48
30
2024-Q4
Increased
1.2M
+2.6%
$21.8M0.0%$17.26
29
2024-Q3
Decreased
1.1M
-11.6%
$21.5M0.0%$17.17
0

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

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