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 | $749,990 | -2.4% | 44,702 | -1.4% | 0.00% | 0.0% |
| Q2 2023 | $768,143 | +0.3% | 45,320 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $765,891 | +226.0% | 45,079 | +228.3% | 0.00% | – |
| Q4 2022 | $234,902 | +15.1% | 13,730 | +12.6% | 0.00% | – |
| Q3 2022 | $204,000 | -2.9% | 12,193 | 0.0% | 0.00% | – |
| Q2 2022 | $210,000 | -98.9% | 12,193 | -93.9% | 0.00% | -100.0% |
| Q2 2020 | $19,335,000 | +10.7% | 199,004 | 0.0% | 0.02% | -10.5% |
| Q1 2020 | $17,461,000 | -12.8% | 199,004 | 0.0% | 0.02% | +11.8% |
| Q4 2019 | $20,034,000 | +1.1% | 199,004 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $19,810,000 | +2.2% | 199,004 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $19,384,000 | -18.2% | 199,004 | -20.1% | 0.02% | -22.7% |
| Q1 2019 | $23,705,000 | +5.7% | 249,004 | 0.0% | 0.02% | -8.3% |
| Q4 2018 | $22,426,000 | -5.3% | 249,004 | 0.0% | 0.02% | +14.3% |
| Q3 2018 | $23,690,000 | +0.0% | 249,004 | 0.0% | 0.02% | -4.5% |
| Q2 2018 | $23,680,000 | -2.4% | 249,004 | 0.0% | 0.02% | -4.3% |
| Q1 2018 | $24,272,000 | -2.8% | 249,004 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $24,984,000 | -1.3% | 249,004 | 0.0% | 0.02% | -8.0% |
| Q3 2017 | $25,323,000 | – | 249,004 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PSI Advisors, LLC | 132,488 | $2,223,000 | 1.17% |
| IBEX WEALTH ADVISORS | 153,730 | $2,580,000 | 0.67% |
| NOTTINGHAM ADVISORS, INC. | 245,738 | $4,126,000 | 0.60% |
| BENJAMIN EDWARDS INC | 93,926 | $1,576,000 | 0.47% |
| Willis Johnson & Associates, Inc. | 186,384 | $3,128,000 | 0.46% |
| Advisory Resource Group | 79,547 | $1,335,000 | 0.44% |
| Covington Capital Management | 604,728 | $10,147,000 | 0.44% |
| Realta Investment Advisors | 78,292 | $1,314,000 | 0.34% |
| Community Bank, N.A. | 131,990 | $2,213,000 | 0.34% |
| Mechanics Financial Corp | 21,903 | $368,000 | 0.24% |