PRINCIPAL EXCHANGE-TRADED FD's ticker is USMC and the CUSIP is 74255Y870. A total of 28 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $800 | -9.3% | 18,685 | -7.5% | 0.00% | 0.0% |
| Q2 2023 | $882 | -19.1% | 20,200 | -26.3% | 0.00% | -20.0% |
| Q1 2023 | $1,090 | -5.5% | 27,395 | -14.3% | 0.01% | -16.7% |
| Q4 2022 | $1,153 | -99.9% | 31,962 | +0.9% | 0.01% | 0.0% |
| Q3 2022 | $1,070,000 | +4.6% | 31,680 | +13.4% | 0.01% | 0.0% |
| Q2 2022 | $1,023,000 | +12.3% | 27,945 | +30.8% | 0.01% | +50.0% |
| Q1 2022 | $911,000 | +1.0% | 21,361 | +5.0% | 0.00% | 0.0% |
| Q4 2021 | $902,000 | +73.1% | 20,353 | +39.4% | 0.00% | +33.3% |
| Q4 2020 | $521,000 | +0.6% | 14,602 | -7.0% | 0.00% | 0.0% |
| Q3 2020 | $518,000 | -6.7% | 15,700 | -15.1% | 0.00% | -25.0% |
| Q2 2020 | $555,000 | +23.1% | 18,485 | +6.4% | 0.00% | 0.0% |
| Q1 2020 | $451,000 | – | 17,381 | – | 0.00% | – |
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% |