PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 87 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $32,662,000 | +26.9% | 1,792,608 | +26.4% | 0.01% | +16.7% |
| Q1 2024 | $25,731,000 | +3.9% | 1,417,713 | +0.2% | 0.01% | 0.0% |
| Q4 2023 | $24,774,000 | +27.1% | 1,414,843 | +22.4% | 0.01% | +20.0% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tyche Wealth Partners LLC | 541,222 | $9,823,179 | 2.40% |
| ROGCO, LP | 290,914 | $5,280,089 | 2.16% |
| Meadow Creek Wealth Advisors LLC | 139,222 | $2,526,879 | 1.76% |
| Cornerstone Wealth Group, LLC | 694,902 | $12,612,474 | 1.16% |
| PSI Advisors, LLC | 170,406 | $3,092,890 | 1.12% |
| INVESTMENT PARTNERS, LTD. | 131,264 | $2,382,442 | 1.08% |
| Pallas Capital Advisors LLC | 1,371,031 | $24,884,218 | 1.04% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 106,452 | $1,932,114 | 1.00% |
| First Citizens Financial Corp | 56,575 | $1,026,836 | 0.61% |
| Gilliland Jeter Wealth Management LLC | 82,412 | $1,495,774 | 0.52% |