PRINCIPAL EXCHANGE TRADED FD's ticker is GENY and the CUSIP is 74255Y508.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,000 | 0.0% | 174 | 0.0% | 0.00% | – |
| Q2 2023 | $7,000 | +133.3% | 174 | +135.1% | 0.00% | – |
| Q1 2023 | $3,000 | -99.4% | 74 | -99.4% | 0.00% | – |
| Q4 2022 | $480,000 | +860.0% | 12,505 | +1115.3% | 0.00% | – |
| Q1 2022 | $50,000 | +316.7% | 1,029 | +456.2% | 0.00% | – |
| Q2 2021 | $12,000 | – | 185 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 320,982 | $13,770,121 | 0.01% |
| PSI Advisors, LLC | 253 | $10,840 | 0.01% |
| Belpointe Asset Management LLC | 2,031 | $87,130 | 0.01% |
| Capital Investment Advisory Services, LLC | 749 | $32,132 | 0.00% |
| Global Retirement Partners, LLC | 1,651 | $67,355 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 8,892 | $381 | 0.00% |
| IAG Wealth Partners, LLC | 193 | $8,280 | 0.00% |
| IFP Advisors, Inc | 340 | $12,571 | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 9,887 | $424 | 0.00% |
| Tower Research Capital LLC (TRC) | 233 | $10 | 0.00% |