PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 1 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,559,972 | -0.6% | 92,525 | -0.1% | 0.01% | 0.0% |
| Q2 2023 | $1,569,255 | +18.9% | 92,581 | +19.1% | 0.01% | +7.7% |
| Q1 2023 | $1,320,365 | +100768.2% | 77,714 | +1.5% | 0.01% | – |
| Q4 2022 | $1,309 | -99.9% | 76,531 | -1.6% | 0.00% | -100.0% |
| Q3 2022 | $1,304,000 | -4.3% | 77,741 | -1.6% | 0.02% | +25.0% |
| Q2 2022 | $1,363,000 | +15.2% | 78,971 | +26.8% | 0.01% | +33.3% |
| Q1 2022 | $1,183,000 | -4.4% | 62,297 | +2.1% | 0.01% | 0.0% |
| Q4 2021 | $1,237,000 | -4.1% | 61,006 | -1.9% | 0.01% | +12.5% |
| Q3 2021 | $1,290,000 | +4.6% | 62,205 | +4.6% | 0.01% | -27.3% |
| Q2 2021 | $1,233,000 | -3.1% | 59,493 | -4.7% | 0.01% | -8.3% |
| Q1 2021 | $1,273,000 | -4.9% | 62,457 | -3.5% | 0.01% | -14.3% |
| Q4 2020 | $1,339,000 | +4.3% | 64,746 | +1.2% | 0.01% | -17.6% |
| Q3 2020 | $1,284,000 | +3.6% | 63,957 | +401.6% | 0.02% | 0.0% |
| Q2 2020 | $1,239,000 | +8.0% | 12,751 | -2.4% | 0.02% | -19.0% |
| Q1 2020 | $1,147,000 | -12.3% | 13,068 | +0.6% | 0.02% | +5.0% |
| Q4 2019 | $1,308,000 | +0.6% | 12,992 | -0.5% | 0.02% | 0.0% |
| Q3 2019 | $1,300,000 | +1.2% | 13,055 | -1.0% | 0.02% | -13.0% |
| Q2 2019 | $1,284,000 | +4.6% | 13,186 | +2.3% | 0.02% | -4.2% |
| Q1 2019 | $1,227,000 | – | 12,891 | – | 0.02% | – |
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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% |