PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 72 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 | $1,493 | -5.0% | 88,555 | -4.5% | 0.35% | -3.3% |
| Q2 2023 | $1,572 | -4.4% | 92,727 | -4.2% | 0.36% | -9.0% |
| Q1 2023 | $1,644 | +1.3% | 96,749 | +2.0% | 0.40% | -6.1% |
| Q4 2022 | $1,623 | -99.9% | 94,872 | +1.0% | 0.43% | -9.7% |
| Q3 2022 | $1,576,000 | -3.6% | 93,926 | -0.9% | 0.47% | -1.5% |
| Q2 2022 | $1,635,000 | +0.1% | 94,743 | +10.2% | 0.48% | +1.1% |
| Q1 2022 | $1,633,000 | +29.4% | 85,968 | +38.1% | 0.48% | +16.1% |
| Q4 2021 | $1,262,000 | +1.2% | 62,246 | +3.5% | 0.41% | -46.0% |
| Q3 2021 | $1,247,000 | +1.3% | 60,125 | +1.2% | 0.76% | -10.3% |
| Q2 2021 | $1,231,000 | +58.0% | 59,407 | +55.4% | 0.84% | +42.7% |
| Q1 2021 | $779,000 | -4.2% | 38,222 | -2.8% | 0.59% | -6.2% |
| Q4 2020 | $813,000 | -6.2% | 39,332 | -9.0% | 0.63% | -11.9% |
| Q3 2020 | $867,000 | +1.6% | 43,202 | +391.9% | 0.72% | +0.6% |
| Q2 2020 | $853,000 | -36.1% | 8,782 | -42.3% | 0.71% | -48.6% |
| Q1 2020 | $1,335,000 | +739.6% | 15,213 | +860.4% | 1.39% | +327.8% |
| Q4 2019 | $159,000 | +3.9% | 1,584 | +3.1% | 0.32% | -2.1% |
| Q3 2019 | $153,000 | +15.0% | 1,537 | +12.2% | 0.33% | +2.8% |
| Q2 2019 | $133,000 | +12.7% | 1,370 | +10.5% | 0.32% | -42.9% |
| Q1 2019 | $118,000 | – | 1,240 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROGCO, LP | 361,015 | $6,086,713 | 3.00% |
| INVESTMENT PARTNERS, LTD. | 127,471 | $2,149,161 | 1.13% |
| Pallas Capital Advisors LLC | 1,020,144 | $16,730,362 | 1.02% |
| PSI Advisors, LLC | 133,786 | $2,255,635 | 0.98% |
| Activest Wealth Management | 91,408 | $1,541,139 | 0.95% |
| First Citizens Financial Corp | 37,939 | $639,652 | 0.45% |
| BENJAMIN EDWARDS INC | 88,555 | $1,493 | 0.35% |
| NOTTINGHAM ADVISORS, INC. | 130,057 | $2,192,761 | 0.34% |
| Delta Investment Management, LLC | 60,563 | $1,021,092 | 0.28% |
| Community Bank, N.A. | 118,000 | $1,989,480 | 0.28% |