PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 66 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,883,493 | +0.7% | 103,375 | +0.3% | 0.06% | -1.7% |
| Q1 2024 | $1,870,122 | -41.0% | 103,037 | -43.1% | 0.06% | -45.3% |
| Q4 2023 | $3,171,446 | +329.1% | 181,122 | +313.2% | 0.11% | +292.6% |
| Q3 2023 | $739,041 | +166.3% | 43,834 | +167.7% | 0.03% | +170.0% |
| Q2 2023 | $277,505 | +3.9% | 16,372 | +4.1% | 0.01% | 0.0% |
| Q1 2023 | $267,202 | +41134.9% | 15,727 | -58.5% | 0.01% | -63.0% |
| Q4 2022 | $648 | -98.2% | 37,890 | +1671.4% | 0.03% | +1250.0% |
| Q3 2022 | $36,000 | +176.9% | 2,139 | +189.1% | 0.00% | +100.0% |
| Q2 2022 | $13,000 | – | 740 | – | 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% |