PRINCIPAL EXCHANGE-TRADED FD's ticker is USMC and the CUSIP is 74255Y870. A total of 25 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,769,292 | -0.7% | 41,300 | +1.2% | 0.00% | – |
| Q2 2023 | $1,782,550 | +21.9% | 40,828 | +11.1% | 0.00% | – |
| Q1 2023 | $1,462,288 | -21.4% | 36,736 | -28.8% | 0.00% | – |
| Q4 2022 | $1,859,290 | +375.5% | 51,561 | +345.3% | 0.00% | – |
| Q3 2022 | $391,000 | -80.6% | 11,578 | -79.0% | 0.00% | – |
| Q2 2022 | $2,014,000 | +72.7% | 55,038 | +101.9% | 0.00% | – |
| Q1 2022 | $1,166,000 | -39.8% | 27,264 | -37.5% | 0.00% | – |
| Q4 2021 | $1,936,000 | +137.5% | 43,628 | +115.7% | 0.00% | – |
| Q3 2021 | $815,000 | -32.7% | 20,224 | -33.7% | 0.00% | – |
| Q2 2021 | $1,211,000 | -67.3% | 30,514 | -69.6% | 0.00% | -100.0% |
| Q1 2021 | $3,702,000 | +57.4% | 100,277 | +51.9% | 0.00% | – |
| Q4 2020 | $2,352,000 | +230.3% | 66,018 | +140.1% | 0.00% | – |
| Q1 2020 | $712,000 | +58.2% | 27,491 | +91.3% | 0.00% | – |
| Q4 2019 | $450,000 | -76.4% | 14,374 | -78.1% | 0.00% | – |
| Q2 2019 | $1,908,000 | +515.5% | 65,598 | +494.2% | 0.00% | – |
| Q1 2019 | $310,000 | -58.8% | 11,039 | -63.4% | 0.00% | – |
| Q4 2018 | $753,000 | +106.3% | 30,135 | +134.6% | 0.00% | – |
| Q3 2018 | $365,000 | +77.2% | 12,843 | +63.9% | 0.00% | – |
| Q2 2018 | $206,000 | – | 7,835 | – | 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% |