PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 63 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $595,410 | -7.1% | 35,315 | -6.6% | 0.02% | -6.2% |
| Q2 2023 | $640,677 | -0.5% | 37,798 | -0.2% | 0.02% | -5.9% |
| Q1 2023 | $643,617 | +16.4% | 37,882 | +17.2% | 0.02% | +6.2% |
| Q4 2022 | $553,064 | -5.8% | 32,324 | -7.6% | 0.02% | -23.8% |
| Q3 2022 | $587,000 | +17.4% | 34,964 | +20.7% | 0.02% | +16.7% |
| Q2 2022 | $500,000 | -35.7% | 28,964 | -29.3% | 0.02% | -28.0% |
| Q1 2022 | $778,000 | -4.2% | 40,976 | +2.4% | 0.02% | 0.0% |
| Q4 2021 | $812,000 | -15.8% | 40,032 | -13.9% | 0.02% | -26.5% |
| Q3 2021 | $964,000 | +22.8% | 46,491 | +22.8% | 0.03% | +6.2% |
| Q2 2021 | $785,000 | +8.6% | 37,854 | +6.6% | 0.03% | -3.0% |
| Q1 2021 | $723,000 | – | 35,497 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advisory Resource Group | 212,270 | $4,262,000 | 2.50% |
| IBEX WEALTH ADVISORS | 202,808 | $4,072,000 | 1.18% |
| PSI Advisors, LLC | 53,897 | $1,082,000 | 0.83% |
| BENJAMIN EDWARDS INC | 43,202 | $867,000 | 0.72% |
| NOTTINGHAM ADVISORS, INC. | 211,431 | $4,246,000 | 0.55% |
| Community Bank, N.A. | 90,780 | $1,822,000 | 0.28% |
| XML Financial, LLC | 25,438 | $511,000 | 0.16% |
| Carroll Financial Associates, Inc. | 96,094 | $1,929,000 | 0.15% |
| TBH Global Asset Management, LLC | 18,603 | $374,000 | 0.13% |
| WEST BANCORPORATION INC | 4,000 | $80,000 | 0.09% |