PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 72 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |