Jackson Wealth Management, LLC - PRINCIPAL EXCHANGE-TRADED FD ownership

PRINCIPAL EXCHANGE-TRADED FD's ticker is USMC and the CUSIP is 74255Y870. A total of 27 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Jackson Wealth Management, LLC ownership history of PRINCIPAL EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$3,526,000
+69.4%
82,305
+72.7%
0.50%
+64.7%
Q2 2023$2,081,000
+3.6%
47,657
-5.6%
0.31%
-79.7%
Q1 2023$2,008,65550,4621.51%
Other shareholders
PRINCIPAL EXCHANGE-TRADED FD shareholders Q2 2023
NameSharesValueWeighting ↓
Golden State Wealth Management, LLC 121,154$4,812,0001.06%
Horizon Investments, LLC 836,527$33,085,0000.98%
Segment Wealth Management, LLC 145,121$5,764,0000.68%
SHEETS SMITH WEALTH MANAGEMENT 64,461$2,560,0000.34%
Cornerstone Wealth Management, LLC 49,833$1,979,0000.21%
NewEdge Advisors, LLC 118,132$4,692,0000.12%
PRINCIPAL FINANCIAL GROUP INC 751,632$29,855,0000.02%
Graves Light Lenhart Wealth, Inc. 1,961$78,0000.01%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,526$100,0000.01%
ENVESTNET ASSET MANAGEMENT INC 277,557$11,025,0000.01%
View complete list of PRINCIPAL EXCHANGE-TRADED FD shareholders