CWM, LLC - PRINCIPAL EXCHANGE-TRADED FD ownership

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
CWM, LLC ownership history of PRINCIPAL EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$160
-0.6%
9,4890.0%0.00%0.0%
Q2 2023$1610.0%9,4890.0%0.00%0.0%
Q1 2023$161
-0.6%
9,4890.0%0.00%0.0%
Q4 2022$162
-99.9%
9,489
+0.3%
0.00%0.0%
Q3 2022$159,000
-2.5%
9,461
+0.4%
0.00%0.0%
Q2 2022$163,000
-8.9%
9,4260.0%0.00%0.0%
Q1 2022$179,000
-6.3%
9,4260.0%0.00%0.0%
Q4 2021$191,000
+57.9%
9,426
+62.1%
0.00%0.0%
Q2 2021$121,0000.0%5,8150.0%0.00%0.0%
Q1 2021$121,0000.0%5,8150.0%0.00%0.0%
Q4 2020$121,0000.0%5,8150.0%0.00%0.0%
Q3 2020$121,0000.0%5,8150.0%0.00%0.0%
Q2 2020$121,0000.0%5,8150.0%0.00%0.0%
Q1 2020$121,0000.0%5,8150.0%0.00%0.0%
Q4 2019$121,0000.0%5,8150.0%0.00%0.0%
Q3 2019$121,0000.0%5,8150.0%0.00%0.0%
Q2 2019$121,0000.0%5,8150.0%0.00%0.0%
Q1 2019$121,0005,8150.00%
Other shareholders
PRINCIPAL EXCHANGE-TRADED FD shareholders Q1 2022
NameSharesValueWeighting ↓
ROGCO, LP 361,015$6,086,7133.00%
INVESTMENT PARTNERS, LTD. 127,471$2,149,1611.13%
Pallas Capital Advisors LLC 1,020,144$16,730,3621.02%
PSI Advisors, LLC 133,786$2,255,6350.98%
Activest Wealth Management 91,408$1,541,1390.95%
First Citizens Financial Corp 37,939$639,6520.45%
BENJAMIN EDWARDS INC 88,555$1,4930.35%
NOTTINGHAM ADVISORS, INC. 130,057$2,192,7610.34%
Delta Investment Management, LLC 60,563$1,021,0920.28%
Community Bank, N.A. 118,000$1,989,4800.28%
View complete list of PRINCIPAL EXCHANGE-TRADED FD shareholders