Joel Greenblatt's PREF Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 14,288 shares of Principal Spectrum Preferred Secs Active ETF (PREF) worth $272,329, representing 0.00% of the portfolio. First purchased in 2026-Q2, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in PREF, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Principal Spectrum Preferred Secs Active ETF (PREF) Holding Value Over Time
Track share changes against reported price movement
Quarterly Principal Spectrum Preferred Secs Active ETF (PREF) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +14,288 | New Buy | 14,288 | $19.06 |
Joel Greenblatt's Principal Spectrum Preferred Secs Active ETF Investment FAQs
Joel Greenblatt first purchased Principal Spectrum Preferred Secs Active ETF (PREF) in Q2 2026, acquiring 14,288 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Principal Spectrum Preferred Secs Active ETF (PREF) for 1 quarters since Q2 2026.
Joel Greenblatt's largest addition to Principal Spectrum Preferred Secs Active ETF (PREF) was in Q2 2026, adding 14,288 shares worth $272,329.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 14,288 shares of Principal Spectrum Preferred Secs Active ETF (PREF), valued at approximately $272,329.
As of the Q2 2026 filing, Principal Spectrum Preferred Secs Active ETF (PREF) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Principal Spectrum Preferred Secs Active ETF (PREF) was 14,288 shares, as reported at the end of Q2 2026.