W.G. Shaheen & Associates DBA Whitney & Co - PRINCIPAL EXCHANGE-TRADED FD ownership

PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 72 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
W.G. Shaheen & Associates DBA Whitney & Co ownership history of PRINCIPAL EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$220,866
-0.5%
13,1000.0%0.03%
+3.1%
Q2 2023$222,045
-10.5%
13,100
-10.3%
0.03%
-17.9%
Q1 2023$248,054
-0.7%
14,6000.0%0.04%
-15.2%
Q4 2022$249,806
+2.0%
14,6000.0%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$274,00014,4400.04%
Other shareholders
PRINCIPAL EXCHANGE-TRADED FD shareholders Q1 2022
NameSharesValueWeighting ↓
Advisory Resource Group 212,270$4,262,0002.50%
IBEX WEALTH ADVISORS 202,808$4,072,0001.18%
PSI Advisors, LLC 53,897$1,082,0000.83%
BENJAMIN EDWARDS INC 43,202$867,0000.72%
NOTTINGHAM ADVISORS, INC. 211,431$4,246,0000.55%
Community Bank, N.A. 90,780$1,822,0000.28%
XML Financial, LLC 25,438$511,0000.16%
Carroll Financial Associates, Inc. 96,094$1,929,0000.15%
TBH Global Asset Management, LLC 18,603$374,0000.13%
WEST BANCORPORATION INC 4,000$80,0000.09%
View complete list of PRINCIPAL EXCHANGE-TRADED FD shareholders