PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 66 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |