PRINCIPAL EXCHANGE-TRADED FD's ticker is USMC and the CUSIP is 74255Y870. A total of 23 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,487,604 | -4.3% | 151,438 | -2.5% | 0.66% | -5.5% |
| Q2 2023 | $6,781,053 | +9.1% | 155,315 | -0.5% | 0.70% | -0.9% |
| Q1 2023 | $6,212,692 | +8.9% | 156,077 | -1.4% | 0.70% | +6.4% |
| Q4 2022 | $5,706,062 | +1.5% | 158,238 | -5.0% | 0.66% | -5.8% |
| Q3 2022 | $5,623,000 | -7.6% | 166,568 | +0.2% | 0.70% | -9.1% |
| Q2 2022 | $6,083,000 | -9.9% | 166,198 | +5.0% | 0.77% | +10.9% |
| Q1 2022 | $6,755,000 | -2.4% | 158,318 | +1.3% | 0.70% | -4.1% |
| Q4 2021 | $6,923,000 | +14.1% | 156,283 | +3.9% | 0.73% | +0.8% |
| Q3 2021 | $6,067,000 | +5.3% | 150,461 | +3.7% | 0.72% | +5.3% |
| Q2 2021 | $5,764,000 | +13.6% | 145,121 | +5.5% | 0.68% | +1.6% |
| Q1 2021 | $5,076,000 | +4.5% | 137,506 | +1.0% | 0.67% | -4.0% |
| Q4 2020 | $4,857,000 | +12.1% | 136,173 | +3.8% | 0.70% | -0.4% |
| Q3 2020 | $4,332,000 | +13.2% | 131,233 | +3.0% | 0.70% | -0.6% |
| Q2 2020 | $3,828,000 | – | 127,403 | – | 0.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Golden State Wealth Management, LLC | 140,444 | $5,663,000 | 1.23% |
| Horizon Investments, LLC | 838,192 | $33,662,000 | 0.88% |
| Segment Wealth Management, LLC | 150,461 | $6,067,000 | 0.72% |
| SHEETS SMITH WEALTH MANAGEMENT | 61,407 | $2,476,000 | 0.34% |
| NewEdge Advisors, LLC | 124,460 | $5,019,000 | 0.12% |
| PRINCIPAL FINANCIAL GROUP INC | 868,233 | $35,010,000 | 0.02% |
| Graves Light Lenhart Wealth, Inc. | 1,961 | $79,000 | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | 372,610 | $15,025,000 | 0.01% |
| LIBERTY WEALTH MANAGEMENT LLC | 573 | $23,000 | 0.01% |
| LPL Financial LLC | 146,275 | $5,898,000 | 0.01% |