PRINCIPAL EXCHANGE-TRADED FD's ticker is USMC and the CUSIP is 74255Y870. A total of 29 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $467,941 | -48.2% | 10,923 | -56.4% | 0.00% | – |
| Q4 2022 | $903,700 | -25.1% | 25,061 | -24.0% | 0.00% | – |
| Q2 2022 | $1,206,000 | +19.5% | 32,961 | +39.8% | 0.00% | – |
| Q1 2022 | $1,009,000 | +188.3% | 23,580 | +171.9% | 0.00% | – |
| Q3 2021 | $350,000 | -34.1% | 8,671 | -39.7% | 0.00% | – |
| Q1 2021 | $531,000 | -56.9% | 14,388 | -61.7% | 0.00% | – |
| Q3 2020 | $1,233,000 | +54.3% | 37,592 | +41.4% | 0.00% | – |
| Q2 2020 | $799,000 | -18.2% | 26,585 | -29.5% | 0.00% | – |
| Q1 2020 | $977,000 | -1.2% | 37,698 | +19.4% | 0.00% | – |
| Q4 2019 | $989,000 | +52.4% | 31,584 | +41.6% | 0.00% | – |
| Q2 2019 | $649,000 | -8.3% | 22,305 | -11.5% | 0.00% | – |
| Q1 2019 | $708,000 | +95.0% | 25,199 | +82.2% | 0.00% | – |
| Q2 2018 | $363,000 | +2.8% | 13,834 | -0.1% | 0.00% | – |
| Q1 2018 | $353,000 | – | 13,843 | – | 0.00% | – |
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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% |