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 | $8,618,543 | +10.3% | 511,183 | +10.9% | 0.00% | +33.3% |
| Q2 2023 | $7,812,747 | -8.5% | 460,929 | -8.3% | 0.00% | -25.0% |
| Q1 2023 | $8,535,667 | +9.0% | 502,394 | +9.7% | 0.00% | 0.0% |
| Q4 2022 | $7,833,434 | +9.1% | 457,828 | +7.0% | 0.00% | 0.0% |
| Q3 2022 | $7,179,000 | +2.5% | 427,832 | +5.4% | 0.00% | 0.0% |
| Q2 2022 | $7,007,000 | -24.4% | 405,991 | -16.8% | 0.00% | -20.0% |
| Q1 2022 | $9,263,000 | +244.3% | 487,808 | +267.7% | 0.01% | +400.0% |
| Q4 2021 | $2,690,000 | +25.5% | 132,650 | +28.4% | 0.00% | 0.0% |
| Q3 2021 | $2,143,000 | +40.4% | 103,333 | +40.3% | 0.00% | 0.0% |
| Q2 2021 | $1,526,000 | +36.6% | 73,629 | +34.4% | 0.00% | 0.0% |
| Q1 2021 | $1,117,000 | +30.3% | 54,802 | +32.2% | 0.00% | 0.0% |
| Q4 2020 | $857,000 | +177.3% | 41,460 | +1250.9% | 0.00% | – |
| Q4 2019 | $309,000 | – | 3,069 | – | 0.00% | – |
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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% |