PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 6 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,741,423 | -1.8% | 103,287 | -1.3% | 0.07% | 0.0% |
| Q2 2023 | $1,774,008 | -11.8% | 104,661 | -11.6% | 0.07% | -13.9% |
| Q1 2023 | $2,011,799 | -1.3% | 118,411 | -0.6% | 0.08% | -3.7% |
| Q4 2022 | $2,037,935 | +2.2% | 119,108 | +0.2% | 0.08% | -6.8% |
| Q3 2022 | $1,994,000 | -0.9% | 118,828 | +1.9% | 0.09% | +3.5% |
| Q2 2022 | $2,012,000 | +9.6% | 116,598 | +20.6% | 0.08% | +21.4% |
| Q1 2022 | $1,836,000 | +25.1% | 96,671 | +33.6% | 0.07% | +32.1% |
| Q4 2021 | $1,468,000 | -2.8% | 72,372 | -0.6% | 0.05% | -13.1% |
| Q3 2021 | $1,510,000 | +0.2% | 72,793 | +0.1% | 0.06% | 0.0% |
| Q2 2021 | $1,507,000 | +92.0% | 72,738 | +88.9% | 0.06% | +84.8% |
| Q1 2021 | $785,000 | +1.0% | 38,504 | +2.5% | 0.03% | -5.7% |
| Q4 2020 | $777,000 | +1.0% | 37,564 | -1.9% | 0.04% | -7.9% |
| Q3 2020 | $769,000 | -5.3% | 38,277 | +358.1% | 0.04% | -13.6% |
| Q2 2020 | $812,000 | -38.4% | 8,355 | -44.4% | 0.04% | -46.3% |
| Q1 2020 | $1,318,000 | -4.8% | 15,021 | +9.2% | 0.08% | +15.5% |
| Q4 2019 | $1,385,000 | +37.7% | 13,755 | +36.2% | 0.07% | +22.4% |
| Q3 2019 | $1,006,000 | +88.7% | 10,102 | +84.5% | 0.06% | +75.8% |
| Q2 2019 | $533,000 | +157.5% | 5,475 | +151.1% | 0.03% | +120.0% |
| Q3 2018 | $207,000 | -5.5% | 2,180 | -5.4% | 0.02% | -11.8% |
| Q2 2018 | $219,000 | -3.1% | 2,304 | -0.6% | 0.02% | 0.0% |
| Q1 2018 | $226,000 | +9.7% | 2,317 | +13.0% | 0.02% | +13.3% |
| Q4 2017 | $206,000 | – | 2,050 | – | 0.02% | – |
Download | ||||||
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% |