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 | $1,353,748 | -8.3% | 74,300 | -8.6% | 0.01% | -18.2% |
| Q1 2024 | $1,475,579 | -5.0% | 81,299 | -8.4% | 0.01% | -8.3% |
| Q4 2023 | $1,553,438 | -0.4% | 88,717 | -4.1% | 0.01% | -14.3% |
| 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% | – |
Download | ||||||
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% |