PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 90 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $255,080 | -1.7% | 14,000 | -2.1% | 0.03% | -6.5% |
| Q1 2024 | $259,545 | +1.5% | 14,300 | -2.1% | 0.03% | -6.1% |
| Q4 2023 | $255,646 | +15.7% | 14,600 | +11.5% | 0.03% | 0.0% |
| Q3 2023 | $220,866 | -0.5% | 13,100 | 0.0% | 0.03% | +3.1% |
| Q2 2023 | $222,045 | -10.5% | 13,100 | -10.3% | 0.03% | -17.9% |
| Q1 2023 | $248,054 | -0.7% | 14,600 | 0.0% | 0.04% | -15.2% |
| Q4 2022 | $249,806 | +2.0% | 14,600 | 0.0% | 0.05% | -4.2% |
| Q3 2022 | $245,000 | +22.5% | 14,600 | +25.9% | 0.05% | +33.3% |
| Q2 2022 | $200,000 | -27.0% | 11,600 | -19.7% | 0.04% | -14.3% |
| Q1 2022 | $274,000 | – | 14,440 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goldstein Advisors, LLC | 423,809 | $7,200,510 | 1.58% |
| Activest Wealth Management | 116,826 | $1,975,130 | 1.27% |
| INVESTMENT PARTNERS, LTD. | 127,243 | $2,161,859 | 1.13% |
| PSI Advisors, LLC | 135,480 | $2,301,811 | 1.11% |
| SAGE RHINO CAPITAL LLC | 94,561 | $1,606,591 | 0.47% |
| BENJAMIN EDWARDS INC | 96,749 | $1,644 | 0.40% |
| Willis Johnson & Associates, Inc. | 193,034 | $3,279,645 | 0.39% |
| Advisory Resource Group | 81,284 | $1,381,015 | 0.39% |
| NOTTINGHAM ADVISORS, INC. | 133,282 | $2,264,461 | 0.30% |
| Community Bank, N.A. | 119,615 | $2,031,062 | 0.28% |