Cerity Partners LLC - PRINCIPAL EXCHANGE-TRADED FD ownership

PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 66 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of PRINCIPAL EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$3,655,400
-16.0%
216,809
-15.6%
0.02%
+5.9%
Q2 2023$4,352,777
-5.7%
256,801
-5.4%
0.02%
+54.5%
Q1 2023$4,613,652
-55.7%
271,551
-55.4%
0.01%
-83.6%
Q4 2022$10,425,106609,2990.07%
Other shareholders
PRINCIPAL EXCHANGE-TRADED FD shareholders Q1 2023
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