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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 2023
NameSharesValueWeighting ↓
Patriot Financial Group Insurance Agency, LLC 5,131$488,0000.52%
Virtu Financial LLC 8,524$811,0000.04%
Carroll Financial Associates, Inc. 3,160$300,0000.03%
PRINCIPAL FINANCIAL GROUP INC 249,004$23,680,0000.02%
DEARBORN PARTNERS LLC 2,304$219,0000.02%
JANE STREET GROUP, LLC 43,054$4,094,0000.01%
Raymond James Financial Services Advisors, Inc. 6,343$603,0000.00%
BB&T SECURITIES, LLC 2,332$221,0000.00%
ROYAL BANK OF CANADA 50,512$4,804,0000.00%
IFP Advisors, Inc 250$24,0000.00%
View complete list of PRINCIPAL EXCHANGE-TRADED FD shareholders