PRIVATE TRUST CO NA - PRINCIPAL EXCHANGE-TRADED FD ownership

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 Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of PRINCIPAL EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$55,571
-0.5%
3,2960.0%0.01%0.0%
Q2 2023$55,867
-0.2%
3,2960.0%0.01%
-12.5%
Q1 2023$55,999
+99898.2%
3,2960.0%0.01%0.0%
Q4 2022$56
-99.9%
3,2960.0%0.01%
-11.1%
Q3 2022$55,000
-3.5%
3,2960.0%0.01%0.0%
Q2 2022$57,0003,2960.01%
Other shareholders
PRINCIPAL EXCHANGE-TRADED FD shareholders Q4 2022
NameSharesValueWeighting ↓
ROGCO, LP 361,015$6,086,7133.00%
INVESTMENT PARTNERS, LTD. 127,471$2,149,1611.13%
Pallas Capital Advisors LLC 1,020,144$16,730,3621.02%
PSI Advisors, LLC 133,786$2,255,6350.98%
Activest Wealth Management 91,408$1,541,1390.95%
First Citizens Financial Corp 37,939$639,6520.45%
BENJAMIN EDWARDS INC 88,555$1,4930.35%
NOTTINGHAM ADVISORS, INC. 130,057$2,192,7610.34%
Delta Investment Management, LLC 60,563$1,021,0920.28%
Community Bank, N.A. 118,000$1,989,4800.28%
View complete list of PRINCIPAL EXCHANGE-TRADED FD shareholders