PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 87 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,949,377 | -17.0% | 106,991 | -17.3% | 0.01% | -16.7% |
| Q1 2024 | $2,348,356 | -18.8% | 129,386 | -21.7% | 0.01% | -40.0% |
| Q4 2023 | $2,892,530 | -20.9% | 165,193 | -23.8% | 0.01% | -44.4% |
| 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 | $10,425,106 | – | 609,299 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tyche Wealth Partners LLC | 541,222 | $9,823,179 | 2.40% |
| ROGCO, LP | 290,914 | $5,280,089 | 2.16% |
| Meadow Creek Wealth Advisors LLC | 139,222 | $2,526,879 | 1.76% |
| Cornerstone Wealth Group, LLC | 694,902 | $12,612,474 | 1.16% |
| PSI Advisors, LLC | 170,406 | $3,092,890 | 1.12% |
| INVESTMENT PARTNERS, LTD. | 131,264 | $2,382,442 | 1.08% |
| Pallas Capital Advisors LLC | 1,371,031 | $24,884,218 | 1.04% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 106,452 | $1,932,114 | 1.00% |
| First Citizens Financial Corp | 56,575 | $1,026,836 | 0.61% |
| Gilliland Jeter Wealth Management LLC | 82,412 | $1,495,774 | 0.52% |