PRINCIPAL EXCHANGE TRADED FD's ticker is YLD and the CUSIP is 74255Y102. A total of 35 filers reported holding PRINCIPAL EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,111,000 | +616.8% | 58,335 | +622.0% | 0.00% | – |
Q1 2024 | $155,000 | -12.4% | 8,080 | -13.7% | 0.00% | – |
Q4 2023 | $177,000 | -12.4% | 9,360 | -16.5% | 0.00% | – |
Q3 2023 | $202,000 | -6.5% | 11,212 | -4.8% | 0.00% | – |
Q2 2023 | $216,000 | -9.6% | 11,775 | -9.9% | 0.00% | – |
Q1 2023 | $239,000 | +11.2% | 13,071 | +8.3% | 0.00% | – |
Q4 2022 | $215,000 | -19.2% | 12,071 | -21.2% | 0.00% | – |
Q3 2022 | $266,000 | -14.7% | 15,322 | -12.7% | 0.00% | – |
Q2 2022 | $312,000 | -8.0% | 17,558 | +3.3% | 0.00% | – |
Q1 2022 | $339,000 | -4.5% | 17,003 | -0.3% | 0.00% | – |
Q4 2021 | $355,000 | -0.6% | 17,056 | 0.0% | 0.00% | – |
Q3 2021 | $357,000 | +0.3% | 17,056 | +100.0% | 0.00% | – |
Q2 2021 | $356,000 | +8.5% | 8,528 | +6.0% | 0.00% | – |
Q1 2021 | $328,000 | +180.3% | 8,048 | +173.1% | 0.00% | – |
Q4 2020 | $117,000 | -18.8% | 2,947 | -23.0% | 0.00% | – |
Q3 2020 | $144,000 | +41.2% | 3,826 | +36.1% | 0.00% | – |
Q2 2020 | $102,000 | -3.8% | 2,812 | -14.3% | 0.00% | – |
Q1 2020 | $106,000 | -6.2% | 3,280 | +19.3% | 0.00% | – |
Q4 2019 | $113,000 | +1.8% | 2,750 | 0.0% | 0.00% | – |
Q3 2019 | $111,000 | +0.9% | 2,750 | 0.0% | 0.00% | – |
Q2 2019 | $110,000 | +0.9% | 2,750 | 0.0% | 0.00% | – |
Q1 2019 | $109,000 | +2625.0% | 2,750 | +2650.0% | 0.00% | – |
Q4 2017 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q3 2017 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q2 2017 | $4,000 | -99.8% | 100 | -99.8% | 0.00% | -100.0% |
Q1 2017 | $2,079,000 | +0.7% | 50,544 | -1.4% | 0.00% | 0.0% |
Q4 2016 | $2,064,000 | -4.6% | 51,269 | -3.8% | 0.00% | 0.0% |
Q3 2016 | $2,163,000 | +4.7% | 53,267 | +0.2% | 0.00% | 0.0% |
Q2 2016 | $2,066,000 | +3.9% | 53,180 | +0.5% | 0.00% | 0.0% |
Q1 2016 | $1,989,000 | +0.2% | 52,938 | -1.9% | 0.00% | 0.0% |
Q4 2015 | $1,986,000 | – | 53,945 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Cedar Point Capital Partners, LLC | 249,749 | $4,710,262 | 3.90% |
Systelligence, LLC | 491,001 | $9,260,279 | 2.53% |
STRATEGIC PLANNING GROUP, LLC | 341,073 | $6,432,639 | 2.13% |
NICOLET ADVISORY SERVICES, LLC | 751,304 | $14,088,294 | 1.52% |
Cyndeo Wealth Partners, LLC | 811,747 | $15,309,552 | 1.42% |
Fortress Wealth Management, Inc. | 130,766 | $2,466,245 | 1.34% |
AJ Advisors, LLC | 105,456 | $1,988,900 | 1.22% |
Ameritas Investment Partners, Inc. | 480,858 | $9,068,973 | 0.33% |
PRINCIPAL SECURITIES, INC. | 235,322 | $4,438,176 | 0.16% |
PSI Advisors, LLC | 10,484 | $197,728 | 0.07% |