How many shares of PREF does NewEdge Advisors, LLC own?

As of 2026-Q2, NewEdge Advisors, LLC holds 364,543 shares of PREF (PRINCIPAL EXCHANGE TRADED FD).

What is NewEdge Advisors, LLC's PREF position worth?

As of 2026-Q2, NewEdge Advisors, LLC's PREF position is worth $6.9M.

In 2026-Q2, NewEdge Advisors, LLC decreased their PREF position (-1.3% change in shares).

Based on available 13F filings, NewEdge Advisors, LLC first reported a position in PREF in 2019-Q2. They have held the position across 29 quarters.

Position history for NewEdge Advisors, LLC's holdings in PRINCIPAL EXCHANGE TRADED FD

Current Value

$6.9M

Current Shares

364,543

Total Value Change

+$6.4M

Total Shares Change

+358,421

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	364,543	-1.3%	$6.9M	0.0%	$18.98	0
2026-Q1	Increased	369,283	+5.8%	$6.9M	0.0%	$18.49	29
2025-Q4	Increased	348,879	+16.6%	$6.7M	0.0%	$18.58	32
2025-Q3	Increased	299,184	+88.5%	$5.7M	0.0%	$18.32	42
2025-Q2	Increased	158,682	+4.6%	$3M	0.0%	$17.94	28
2025-Q1	Increased	151,736	+9.1%	$2.8M	0.0%	$17.48	29
2024-Q4	Increased	139,079	+52.2%	$2.6M	0.0%	$17.26	37
2024-Q3	Decreased	91,405	-3.8%	$1.7M	0.0%	$17.17	0
2024-Q2	Increased	95,013	+4.1%	$1.7M	0.0%	$16.44	27
2024-Q1	Increased	91,240	+15.5%	$1.7M	0.0%	$16.18	30
2023-Q4	Decreased	78,972	-23.6%	$1.4M	0.0%	$15.49	0
2023-Q3	Increased	103,388	+10.2%	$1.7M	0.0%	$14.67	28
2023-Q2	Increased	93,783	+1.9%	$1.6M	0.0%	$14.57	26
2023-Q1	Increased	92,069	+8.2%	$1.6M	0.0%	$14.44	28
2022-Q4	Decreased	85,092	-16.2%	$489,763	0.0%	$14.42	0
2022-Q3	Decreased	101,531	-11.1%	$1.7M	0.0%	$13.93	0
2022-Q2	Decreased	114,169	-17.9%	$2M	0.0%	$14.17	0
2022-Q1	Increased	139,081	+36.2%	$2.6M	0.0%	$15.42	34
2021-Q4	Increased	102,094	+31.5%	$2.1M	0.0%	$16.35	33
2021-Q3	Decreased	77,655	-12.7%	$1.6M	0.0%	$16.51	0
2021-Q2	Decreased	88,954	-1.5%	$1.8M	0.0%	$16.33	0
2021-Q1	Increased	90,284	+26.6%	$1.8M	0.1%	$15.89	32
2020-Q4	Increased	71,297	+47.0%	$1.5M	0.0%	$16.02	35
2020-Q3	Increased	48,494	+558.0%	$974,000	0.0%	$15.35	40
2020-Q2	Increased	7,370	+5.9%	$716,000	0.0%	$14.67	26
2020-Q1	Increased	6,957	+0.6%	$610,000	0.0%	$13.08	24
2019-Q4	Increased	6,919	+7.3%	$696,000	0.0%	$14.90	26
2019-Q3	Increased	6,451	+5.4%	$642,000	0.0%	$14.51	26
2019-Q2	New	6,122	-	$596,000	0.0%	$14.03	34