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 ↓ |
|---|---|---|---|
| Advisory Resource Group | 212,270 | $4,262,000 | 2.50% |
| IBEX WEALTH ADVISORS | 202,808 | $4,072,000 | 1.18% |
| PSI Advisors, LLC | 53,897 | $1,082,000 | 0.83% |
| BENJAMIN EDWARDS INC | 43,202 | $867,000 | 0.72% |
| NOTTINGHAM ADVISORS, INC. | 211,431 | $4,246,000 | 0.55% |
| Community Bank, N.A. | 90,780 | $1,822,000 | 0.28% |
| XML Financial, LLC | 25,438 | $511,000 | 0.16% |
| Carroll Financial Associates, Inc. | 96,094 | $1,929,000 | 0.15% |
| TBH Global Asset Management, LLC | 18,603 | $374,000 | 0.13% |
| WEST BANCORPORATION INC | 4,000 | $80,000 | 0.09% |