PRINCIPAL EXCHANGE TRADED FD's ticker is YLD and the CUSIP is 74255Y102. A total of 20 filers reported holding PRINCIPAL EXCHANGE TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $866,730 | +4.0% | 48,018 | +5.8% | 0.00% | – |
| Q2 2023 | $833,413 | +20.6% | 45,405 | +20.3% | 0.00% | – |
| Q1 2023 | $691,047 | +5.8% | 37,742 | +3.2% | 0.00% | – |
| Q4 2022 | $652,880 | +5.1% | 36,576 | +2.2% | 0.00% | – |
| Q3 2022 | $621,000 | +7.4% | 35,806 | +10.0% | 0.00% | – |
| Q2 2022 | $578,000 | -2.4% | 32,561 | +9.6% | 0.00% | – |
| Q1 2022 | $592,000 | +3.0% | 29,696 | +7.7% | 0.00% | – |
| Q4 2021 | $575,000 | +7.5% | 27,585 | +7.9% | 0.00% | – |
| Q3 2021 | $535,000 | +7.4% | 25,573 | +114.4% | 0.00% | – |
| Q2 2021 | $498,000 | +10.4% | 11,926 | +7.9% | 0.00% | – |
| Q1 2021 | $451,000 | +6.6% | 11,052 | +3.7% | 0.00% | – |
| Q4 2020 | $423,000 | +13.7% | 10,656 | +8.0% | 0.00% | – |
| Q3 2020 | $372,000 | +11.4% | 9,870 | +6.7% | 0.00% | – |
| Q2 2020 | $334,000 | +15.6% | 9,251 | +3.4% | 0.00% | – |
| Q1 2020 | $289,000 | +2.8% | 8,944 | +30.5% | 0.00% | – |
| Q4 2019 | $281,000 | – | 6,856 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Systelligence, LLC | 535,497 | $9,665,721 | 2.72% |
| Cyndeo Wealth Partners, LLC | 802,634 | $14,487,552 | 1.51% |
| Ameritas Investment Partners, Inc. | 460,730 | $8,316,172 | 0.33% |
| PSI Advisors, LLC | 10,501 | $189,545 | 0.08% |
| PRINCIPAL FINANCIAL GROUP INC | 2,195,958 | $39,637,084 | 0.03% |
| Orion Portfolio Solutions, LLC | 33,545 | $605,487 | 0.01% |
| Janney Montgomery Scott LLC | 56,992 | $1,029 | 0.00% |
| Cetera Investment Advisers | 14,600 | $263,530 | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 28,473 | $514 | 0.00% |
| LPL Financial LLC | 41,299 | $745,444 | 0.00% |