PRINCIPAL EXCHANGE-TRADED FD's ticker is USMC and the CUSIP is 74255Y870. A total of 30 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,232,929 | -3.5% | 30,974 | -12.6% | 0.19% | -6.0% |
| Q4 2022 | $1,278,291 | +1.5% | 35,449 | -5.0% | 0.20% | -4.8% |
| Q3 2022 | $1,260,000 | -13.0% | 37,325 | -5.7% | 0.21% | -11.8% |
| Q2 2022 | $1,449,000 | -14.6% | 39,581 | -0.4% | 0.24% | +1.7% |
| Q1 2022 | $1,696,000 | -13.3% | 39,741 | -10.0% | 0.23% | -3.7% |
| Q4 2021 | $1,957,000 | -21.0% | 44,181 | -28.1% | 0.24% | -27.7% |
| Q3 2021 | $2,476,000 | -3.3% | 61,407 | -4.7% | 0.34% | -2.6% |
| Q2 2021 | $2,560,000 | -12.7% | 64,461 | -18.9% | 0.34% | -20.0% |
| Q1 2021 | $2,933,000 | -7.1% | 79,440 | -10.3% | 0.43% | -9.6% |
| Q4 2020 | $3,158,000 | +9.2% | 88,536 | +1.1% | 0.48% | -5.2% |
| Q3 2020 | $2,891,000 | +14.5% | 87,577 | +4.3% | 0.50% | -0.4% |
| Q2 2020 | $2,524,000 | +32.2% | 83,997 | +14.1% | 0.50% | +26.2% |
| Q1 2020 | $1,909,000 | – | 73,641 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Golden State Wealth Management, LLC | 121,154 | $4,812,000 | 1.06% |
| Horizon Investments, LLC | 836,527 | $33,085,000 | 0.98% |
| Segment Wealth Management, LLC | 145,121 | $5,764,000 | 0.68% |
| SHEETS SMITH WEALTH MANAGEMENT | 64,461 | $2,560,000 | 0.34% |
| Cornerstone Wealth Management, LLC | 49,833 | $1,979,000 | 0.21% |
| NewEdge Advisors, LLC | 118,132 | $4,692,000 | 0.12% |
| PRINCIPAL FINANCIAL GROUP INC | 751,632 | $29,855,000 | 0.02% |
| Graves Light Lenhart Wealth, Inc. | 1,961 | $78,000 | 0.01% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 2,526 | $100,000 | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | 277,557 | $11,025,000 | 0.01% |