PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 39 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,192,761 | -1.0% | 130,057 | -0.5% | 0.34% | +16.5% |
| Q2 2023 | $2,214,806 | -2.2% | 130,667 | -2.0% | 0.29% | -3.3% |
| Q1 2023 | $2,264,461 | -3.4% | 133,282 | -2.7% | 0.30% | -5.3% |
| Q4 2022 | $2,344,840 | -43.2% | 137,045 | -44.2% | 0.32% | -46.6% |
| Q3 2022 | $4,126,000 | -3.8% | 245,738 | -0.5% | 0.60% | +2.2% |
| Q2 2022 | $4,288,000 | -8.6% | 246,944 | -0.3% | 0.58% | +4.7% |
| Q1 2022 | $4,691,000 | +10.8% | 247,601 | +18.5% | 0.56% | +20.1% |
| Q4 2021 | $4,232,000 | -28.2% | 208,950 | -26.6% | 0.46% | -21.0% |
| Q3 2021 | $5,896,000 | +10.6% | 284,730 | +10.6% | 0.59% | -1.5% |
| Q2 2021 | $5,332,000 | -1.5% | 257,366 | -3.0% | 0.60% | -2.1% |
| Q1 2021 | $5,413,000 | +39.3% | 265,375 | +41.2% | 0.61% | +7.6% |
| Q4 2020 | $3,886,000 | -8.5% | 187,891 | -11.1% | 0.56% | +2.9% |
| Q3 2020 | $4,246,000 | +159.9% | 211,431 | +1157.6% | 0.55% | +454.5% |
| Q2 2020 | $1,634,000 | – | 16,812 | – | 0.10% | – |
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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% |