PREF

Principal Spec Pr Sec Etf

Latest period2024 - Q4Total superinvestors14

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 14 superinvestors own shares of Principal Spec Pr Sec Etf (PREF), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Principal Spec Pr Sec Etf (PREF), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Principal Spec Pr Sec Etf (PREF) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Principal Spec Pr Sec Etf (PREF) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.27%
0.05%
$21.441M
1.14M shares@ 18.81 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
Increased 1.27%
1.21%
$4.047M
217,448 shares@ 18.61 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 24.27%
0.08%
$2.622M
140,891 shares@ 18.62 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
Increased 14%
0.17%
$1.598M
85,843 shares@ 18.61 avg price
James Landry@Pallas Capital Advisors Llc
Recent Activity
Decreased -82%
0.05%
$1.149M
61,735 shares@ 18.61 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -13.07%
0.02%
$1.005M
54,005 shares@ 18.61 avg price
Jeffrey P Gribben@First Citizens Financial Corp
Recent Activity
Increased 2.48%
0.54%
$979,053
52,609 shares@ 18.61 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 3.88%
0.02%
$668,489
35,921 shares@ 18.61 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Decreased -5.26%
0.04%
$358,731
19,276 shares@ 18.62 avg price
Lora Rommel@Ehrlich Financial Group
Recent Activity
Increased 9.5%
0.2%
$278,033
14,940 shares@ 18.61 avg price