PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 34 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $633,968 | +37.3% | 34,795 | +36.8% | 0.00% | – |
| Q1 2024 | $461,791 | +19.1% | 25,443 | +14.9% | 0.00% | – |
| Q4 2023 | $387,772 | -96.0% | 22,146 | -96.2% | 0.00% | -100.0% |
| Q3 2023 | $9,795,003 | +1.5% | 580,961 | +2.1% | 0.00% | 0.0% |
| Q2 2023 | $9,648,639 | +3.5% | 569,242 | +3.7% | 0.00% | 0.0% |
| Q1 2023 | $9,323,653 | -1.7% | 548,773 | -1.0% | 0.00% | 0.0% |
| Q4 2022 | $9,487,212 | +1.8% | 554,483 | -0.2% | 0.00% | 0.0% |
| Q3 2022 | $9,318,000 | +0.2% | 555,333 | +3.0% | 0.00% | 0.0% |
| Q2 2022 | $9,303,000 | +4.3% | 539,008 | +14.7% | 0.00% | 0.0% |
| Q1 2022 | $8,921,000 | +10.4% | 469,765 | +17.9% | 0.00% | +100.0% |
| Q4 2021 | $8,082,000 | +2.3% | 398,519 | +4.6% | 0.00% | -50.0% |
| Q3 2021 | $7,899,000 | +2.4% | 380,839 | +2.3% | 0.00% | +100.0% |
| Q2 2021 | $7,714,000 | +61.8% | 372,216 | +59.1% | 0.00% | 0.0% |
| Q1 2021 | $4,767,000 | +2.0% | 233,913 | +3.5% | 0.00% | 0.0% |
| Q4 2020 | $4,674,000 | +3.7% | 226,018 | +0.7% | 0.00% | 0.0% |
| Q3 2020 | $4,507,000 | +10.8% | 224,462 | +436.0% | 0.00% | 0.0% |
| Q2 2020 | $4,069,000 | -26.7% | 41,878 | -33.8% | 0.00% | -50.0% |
| Q1 2020 | $5,553,000 | -15.3% | 63,286 | -2.9% | 0.00% | 0.0% |
| Q4 2019 | $6,559,000 | +13.0% | 65,155 | +11.8% | 0.00% | 0.0% |
| Q3 2019 | $5,804,000 | +35.2% | 58,300 | +32.3% | 0.00% | +100.0% |
| Q2 2019 | $4,294,000 | +38.7% | 44,083 | +35.5% | 0.00% | 0.0% |
| Q1 2019 | $3,097,000 | +39.6% | 32,526 | +32.1% | 0.00% | 0.0% |
| Q4 2018 | $2,218,000 | +43.3% | 24,625 | +51.4% | 0.00% | – |
| Q3 2018 | $1,548,000 | +21.4% | 16,268 | +21.3% | 0.00% | – |
| Q2 2018 | $1,275,000 | +29.3% | 13,408 | +32.6% | 0.00% | – |
| Q1 2018 | $986,000 | +25.4% | 10,112 | +29.1% | 0.00% | – |
| Q4 2017 | $786,000 | +263.9% | 7,834 | +269.0% | 0.00% | – |
| Q3 2017 | $216,000 | – | 2,123 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cornerstone Wealth Group, LLC | 1,021,885 | $20,724,000 | 3.55% |
| Activest Wealth Management | 250,338 | $5,077,000 | 3.14% |
| PSI Advisors, LLC | 128,630 | $2,668,000 | 1.09% |
| IBEX WEALTH ADVISORS | 157,279 | $3,190,000 | 0.56% |
| Advisory Resource Group | 76,721 | $1,524,000 | 0.51% |
| Realta Investment Advisors | 112,572 | $2,283,000 | 0.50% |
| NOTTINGHAM ADVISORS, INC. | 208,950 | $4,232,000 | 0.46% |
| BENJAMIN EDWARDS INC | 62,246 | $1,262,000 | 0.41% |
| Covington Capital Management | 517,886 | $10,503,000 | 0.36% |
| Carroll Financial Associates, Inc. | 294,117 | $5,970,000 | 0.32% |