PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 72 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,495,000 | +33.3% | 1,156,325 | +34.1% | 0.01% | +25.0% |
| Q2 2023 | $14,620,000 | +22.7% | 862,540 | +23.0% | 0.00% | +33.3% |
| Q1 2023 | $11,916,000 | +80.6% | 701,334 | +81.8% | 0.00% | +50.0% |
| Q4 2022 | $6,599,000 | +31.5% | 385,670 | +29.0% | 0.00% | 0.0% |
| Q3 2022 | $5,017,000 | -3.6% | 298,966 | -0.9% | 0.00% | 0.0% |
| Q2 2022 | $5,206,000 | -15.2% | 301,606 | -6.7% | 0.00% | 0.0% |
| Q1 2022 | $6,140,000 | -9.0% | 323,367 | -2.8% | 0.00% | 0.0% |
| Q4 2021 | $6,745,000 | -41.2% | 332,574 | -39.9% | 0.00% | -33.3% |
| Q3 2021 | $11,471,000 | +2.0% | 553,074 | +1.9% | 0.00% | 0.0% |
| Q2 2021 | $11,245,000 | +14.2% | 542,566 | +12.3% | 0.00% | 0.0% |
| Q1 2021 | $9,850,000 | +139.0% | 483,332 | +142.5% | 0.00% | +200.0% |
| Q4 2020 | $4,121,000 | +17.4% | 199,281 | +14.1% | 0.00% | 0.0% |
| Q3 2020 | $3,509,000 | +4.2% | 174,725 | +404.3% | 0.00% | 0.0% |
| Q2 2020 | $3,366,000 | +37.4% | 34,648 | +24.1% | 0.00% | 0.0% |
| Q1 2020 | $2,450,000 | -35.3% | 27,914 | -25.7% | 0.00% | 0.0% |
| Q4 2019 | $3,784,000 | +16.0% | 37,586 | +14.7% | 0.00% | 0.0% |
| Q3 2019 | $3,262,000 | -5.0% | 32,770 | -7.0% | 0.00% | 0.0% |
| Q2 2019 | $3,432,000 | +16.1% | 35,225 | +13.4% | 0.00% | 0.0% |
| Q1 2019 | $2,957,000 | +7.4% | 31,055 | +1.6% | 0.00% | 0.0% |
| Q4 2018 | $2,754,000 | -26.6% | 30,575 | -22.5% | 0.00% | -50.0% |
| Q3 2018 | $3,753,000 | -21.9% | 39,438 | -21.9% | 0.00% | 0.0% |
| Q2 2018 | $4,804,000 | +5.5% | 50,512 | +8.1% | 0.00% | 0.0% |
| Q1 2018 | $4,555,000 | – | 46,728 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROGCO, LP | 361,015 | $6,086,713 | 3.00% |
| INVESTMENT PARTNERS, LTD. | 127,471 | $2,149,161 | 1.13% |
| Pallas Capital Advisors LLC | 1,020,144 | $16,730,362 | 1.02% |
| PSI Advisors, LLC | 133,786 | $2,255,635 | 0.98% |
| Activest Wealth Management | 91,408 | $1,541,139 | 0.95% |
| First Citizens Financial Corp | 37,939 | $639,652 | 0.45% |
| BENJAMIN EDWARDS INC | 88,555 | $1,493 | 0.35% |
| NOTTINGHAM ADVISORS, INC. | 130,057 | $2,192,761 | 0.34% |
| Delta Investment Management, LLC | 60,563 | $1,021,092 | 0.28% |
| Community Bank, N.A. | 118,000 | $1,989,480 | 0.28% |