PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 65 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,082,435 | +33.9% | 64,201 | +34.6% | 0.08% | +37.9% |
| Q2 2023 | $808,651 | +1.5% | 47,708 | +1.7% | 0.06% | +1.8% |
| Q1 2023 | $796,784 | +11.2% | 46,897 | +12.0% | 0.06% | +3.6% |
| Q4 2022 | $716,699 | +9.4% | 41,887 | +7.3% | 0.06% | 0.0% |
| Q3 2022 | $655,000 | -1.8% | 39,029 | +1.0% | 0.06% | +3.8% |
| Q2 2022 | $667,000 | -18.9% | 38,659 | -10.7% | 0.05% | -3.6% |
| Q1 2022 | $822,000 | -4.1% | 43,306 | +2.5% | 0.06% | -1.8% |
| Q4 2021 | $857,000 | +19.2% | 42,250 | +21.7% | 0.06% | -1.8% |
| Q2 2021 | $719,000 | – | 34,710 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PSI Advisors, LLC | 132,488 | $2,223,000 | 1.17% |
| IBEX WEALTH ADVISORS | 153,730 | $2,580,000 | 0.67% |
| NOTTINGHAM ADVISORS, INC. | 245,738 | $4,126,000 | 0.60% |
| BENJAMIN EDWARDS INC | 93,926 | $1,576,000 | 0.47% |
| Willis Johnson & Associates, Inc. | 186,384 | $3,128,000 | 0.46% |
| Advisory Resource Group | 79,547 | $1,335,000 | 0.44% |
| Covington Capital Management | 604,728 | $10,147,000 | 0.44% |
| Realta Investment Advisors | 78,292 | $1,314,000 | 0.34% |
| Community Bank, N.A. | 131,990 | $2,213,000 | 0.34% |
| Mechanics Financial Corp | 21,903 | $368,000 | 0.24% |