PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 34 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289 | -20.2% | 17,144 | -19.7% | 0.00% | -50.0% |
| Q2 2023 | $362 | -27.3% | 21,349 | -27.1% | 0.00% | 0.0% |
| Q1 2023 | $498 | -26.2% | 29,285 | -25.7% | 0.00% | -50.0% |
| Q4 2022 | $675 | -99.9% | 39,431 | -35.0% | 0.00% | -33.3% |
| Q3 2022 | $1,017,000 | -27.9% | 60,633 | -25.8% | 0.01% | -25.0% |
| Q2 2022 | $1,411,000 | -14.9% | 81,769 | -6.3% | 0.01% | 0.0% |
| Q1 2022 | $1,658,000 | -7.2% | 87,288 | -0.9% | 0.01% | 0.0% |
| Q4 2021 | $1,787,000 | +101.7% | 88,120 | +106.3% | 0.01% | +100.0% |
| Q3 2021 | $886,000 | -2.7% | 42,718 | -2.8% | 0.00% | 0.0% |
| Q2 2021 | $911,000 | +1.8% | 43,947 | +0.0% | 0.00% | -20.0% |
| Q1 2021 | $895,000 | -9.0% | 43,934 | -7.5% | 0.01% | -16.7% |
| Q4 2020 | $983,000 | +5.2% | 47,511 | +2.2% | 0.01% | 0.0% |
| Q3 2020 | $934,000 | +4.1% | 46,500 | +403.6% | 0.01% | -14.3% |
| Q2 2020 | $897,000 | +3.6% | 9,233 | -6.4% | 0.01% | -12.5% |
| Q1 2020 | $866,000 | +35.3% | 9,866 | +55.1% | 0.01% | +60.0% |
| Q4 2019 | $640,000 | – | 6,362 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PSI Advisors, LLC | 132,488 | $2,223,000 | 1.17% |
| IBEX WEALTH ADVISORS | 153,730 | $2,580,000 | 0.67% |
| NOTTINGHAM ADVISORS, INC. | 245,738 | $4,126,000 | 0.60% |
| BENJAMIN EDWARDS INC | 93,926 | $1,576,000 | 0.47% |
| Willis Johnson & Associates, Inc. | 186,384 | $3,128,000 | 0.46% |
| Advisory Resource Group | 79,547 | $1,335,000 | 0.44% |
| Covington Capital Management | 604,728 | $10,147,000 | 0.44% |
| Realta Investment Advisors | 78,292 | $1,314,000 | 0.34% |
| Community Bank, N.A. | 131,990 | $2,213,000 | 0.34% |
| Mechanics Financial Corp | 21,903 | $368,000 | 0.24% |