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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,482,552 | +0.9% | 740,365 | +1.4% | 0.01% | 0.0% |
| Q2 2023 | $12,377,106 | +27.2% | 730,213 | +27.5% | 0.01% | +12.5% |
| Q1 2023 | $9,730,451 | +44.3% | 572,716 | +45.3% | 0.01% | +33.3% |
| Q4 2022 | $6,744,562 | +3.5% | 394,188 | +1.5% | 0.01% | 0.0% |
| Q3 2022 | $6,519,000 | +12.4% | 388,477 | +15.6% | 0.01% | 0.0% |
| Q2 2022 | $5,800,000 | -4.3% | 336,044 | +5.3% | 0.01% | +20.0% |
| Q1 2022 | $6,061,000 | -6.4% | 319,152 | -0.0% | 0.01% | 0.0% |
| Q4 2021 | $6,474,000 | +3.0% | 319,215 | +5.3% | 0.01% | -16.7% |
| Q3 2021 | $6,288,000 | +5.5% | 303,162 | +5.4% | 0.01% | 0.0% |
| Q2 2021 | $5,962,000 | -1.1% | 287,660 | -2.8% | 0.01% | -14.3% |
| Q1 2021 | $6,031,000 | +58.3% | 295,950 | +60.7% | 0.01% | +40.0% |
| Q4 2020 | $3,809,000 | +15.5% | 184,180 | +12.1% | 0.01% | 0.0% |
| Q3 2020 | $3,299,000 | +101.0% | 164,296 | +872.6% | 0.01% | +66.7% |
| Q2 2020 | $1,641,000 | +90.2% | 16,893 | +71.7% | 0.00% | +50.0% |
| Q1 2020 | $863,000 | -19.4% | 9,841 | -7.5% | 0.00% | 0.0% |
| Q4 2019 | $1,071,000 | +162.5% | 10,637 | +159.4% | 0.00% | +100.0% |
| Q3 2019 | $408,000 | +22.2% | 4,100 | +19.6% | 0.00% | 0.0% |
| Q2 2019 | $334,000 | -9.0% | 3,427 | -11.0% | 0.00% | 0.0% |
| Q1 2019 | $367,000 | +2.8% | 3,850 | -2.8% | 0.00% | 0.0% |
| Q4 2018 | $357,000 | +28.0% | 3,960 | +35.1% | 0.00% | 0.0% |
| Q3 2018 | $279,000 | +17.2% | 2,932 | +17.0% | 0.00% | 0.0% |
| Q2 2018 | $238,000 | – | 2,507 | – | 0.00% | – |
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% |