PRINCIPAL EXCHANGE-TRADED FD's ticker is BTEC and the CUSIP is 74255Y409.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,639,000 | -45.5% | 54,429 | -35.0% | 0.00% | -100.0% |
Q2 2023 | $3,009,000 | +210.5% | 83,761 | +187.0% | 0.00% | – |
Q1 2023 | $969,000 | +42.7% | 29,190 | +44.4% | 0.00% | – |
Q4 2022 | $679,000 | +40.9% | 20,210 | +43.9% | 0.00% | – |
Q3 2022 | $482,000 | -31.8% | 14,046 | -36.0% | 0.00% | – |
Q2 2022 | $707,000 | -75.1% | 21,948 | -69.1% | 0.00% | -100.0% |
Q1 2022 | $2,845,000 | -23.5% | 70,960 | -9.8% | 0.00% | 0.0% |
Q4 2021 | $3,721,000 | -6.3% | 78,669 | +8.2% | 0.00% | 0.0% |
Q3 2021 | $3,973,000 | -6.9% | 72,728 | +3.8% | 0.00% | 0.0% |
Q2 2021 | $4,266,000 | +6.1% | 70,073 | +0.9% | 0.00% | 0.0% |
Q1 2021 | $4,019,000 | -8.4% | 69,440 | -7.1% | 0.00% | 0.0% |
Q4 2020 | $4,387,000 | +26.0% | 74,715 | +2.3% | 0.00% | 0.0% |
Q3 2020 | $3,482,000 | – | 73,067 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FORTEM FINANCIAL GROUP, LLC | 93,843 | $3,225,000 | 2.23% |
VALLEY NATIONAL ADVISERS INC | 16,779 | $574,000 | 0.12% |
PSI Advisors, LLC | 6,053 | $208,000 | 0.11% |
Elevated Capital Advisors, LLC | 7,403 | $254,000 | 0.10% |
PRINCIPAL FINANCIAL GROUP INC | 850,000 | $29,196,000 | 0.02% |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 5,163 | $177,000 | 0.02% |
MACROVIEW INVESTMENT MANAGEMENT LLC | 249 | $9,000 | 0.02% |
Capital Investment Advisory Services, LLC | 2,923 | $100,000 | 0.01% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 297 | $10,000 | 0.00% |
COMMONWEALTH EQUITY SERVICES, LLC | 6,295 | $216,000 | 0.00% |