PRINCIPAL EXCHANGE-TRADED FD's ticker is USMC and the CUSIP is 74255Y870. A total of 27 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,185,541 | -3.1% | 1,474,919 | -1.2% | 0.03% | 0.0% |
| Q2 2023 | $65,176,501 | +19.3% | 1,492,820 | +8.8% | 0.03% | +11.5% |
| Q1 2023 | $54,637,918 | +19.4% | 1,372,629 | +8.2% | 0.03% | +8.3% |
| Q4 2022 | $45,765,890 | +30.9% | 1,269,159 | +22.5% | 0.02% | +20.0% |
| Q3 2022 | $34,973,000 | +2.1% | 1,035,931 | +10.7% | 0.02% | +5.3% |
| Q2 2022 | $34,259,000 | +2.2% | 936,048 | +19.2% | 0.02% | +11.8% |
| Q1 2022 | $33,509,000 | +26.8% | 785,300 | +31.7% | 0.02% | +30.8% |
| Q4 2021 | $26,422,000 | +75.9% | 596,424 | +60.1% | 0.01% | +62.5% |
| Q3 2021 | $15,025,000 | +36.3% | 372,610 | +34.2% | 0.01% | +33.3% |
| Q2 2021 | $11,025,000 | +29.5% | 277,557 | +20.4% | 0.01% | 0.0% |
| Q1 2021 | $8,513,000 | +12.8% | 230,596 | +9.0% | 0.01% | 0.0% |
| Q4 2020 | $7,545,000 | +13.2% | 211,531 | +4.8% | 0.01% | 0.0% |
| Q3 2020 | $6,663,000 | -18.2% | 201,845 | -25.5% | 0.01% | -25.0% |
| Q2 2020 | $8,143,000 | +29.1% | 270,974 | +11.3% | 0.01% | +14.3% |
| Q1 2020 | $6,308,000 | -3.8% | 243,381 | +16.2% | 0.01% | 0.0% |
| Q4 2019 | $6,557,000 | -90.5% | 209,486 | -91.0% | 0.01% | -90.7% |
| Q3 2019 | $68,683,000 | +6.0% | 2,337,440 | +4.9% | 0.08% | -8.5% |
| Q2 2019 | $64,811,000 | +69.1% | 2,227,937 | +63.1% | 0.08% | +54.7% |
| Q1 2019 | $38,334,000 | +12.5% | 1,365,650 | +0.6% | 0.05% | 0.0% |
| Q4 2018 | $34,081,000 | -10.9% | 1,357,490 | +0.6% | 0.05% | -19.7% |
| Q3 2018 | $38,263,000 | – | 1,349,659 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Golden State Wealth Management, LLC | 140,444 | $5,663,000 | 1.23% |
| Horizon Investments, LLC | 838,192 | $33,662,000 | 0.88% |
| Segment Wealth Management, LLC | 150,461 | $6,067,000 | 0.72% |
| SHEETS SMITH WEALTH MANAGEMENT | 61,407 | $2,476,000 | 0.34% |
| NewEdge Advisors, LLC | 124,460 | $5,019,000 | 0.12% |
| PRINCIPAL FINANCIAL GROUP INC | 868,233 | $35,010,000 | 0.02% |
| Graves Light Lenhart Wealth, Inc. | 1,961 | $79,000 | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | 372,610 | $15,025,000 | 0.01% |
| LIBERTY WEALTH MANAGEMENT LLC | 573 | $23,000 | 0.01% |
| LPL Financial LLC | 146,275 | $5,898,000 | 0.01% |