PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 57 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $708,727 | -6.4% | 42,036 | -5.9% | 0.02% | -18.2% |
| Q2 2023 | $756,784 | -28.3% | 44,648 | -28.2% | 0.02% | -35.3% |
| Q1 2023 | $1,056,047 | -16.3% | 62,157 | -15.7% | 0.03% | +17.2% |
| Q4 2022 | $1,261,000 | -5.8% | 73,719 | -7.6% | 0.03% | -21.6% |
| Q3 2022 | $1,338,000 | -10.8% | 79,750 | -8.2% | 0.04% | -5.1% |
| Q2 2022 | $1,500,000 | -15.0% | 86,920 | -6.5% | 0.04% | +18.2% |
| Q1 2022 | $1,764,000 | -11.0% | 92,917 | -4.9% | 0.03% | 0.0% |
| Q4 2021 | $1,982,000 | -15.4% | 97,737 | -13.5% | 0.03% | -19.5% |
| Q3 2021 | $2,343,000 | -15.1% | 112,956 | -15.1% | 0.04% | -19.6% |
| Q2 2021 | $2,759,000 | +66.6% | 133,106 | +63.8% | 0.05% | +70.0% |
| Q1 2021 | $1,656,000 | – | 81,276 | – | 0.03% | – |
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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% |