PRINCIPAL EXCHANGE TRADED FD's ticker is PSET and the CUSIP is 74255Y201.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,485 | -32.3% | 4,828 | -30.0% | 0.01% | -40.0% |
| Q2 2023 | $389,167 | +17.6% | 6,899 | +9.6% | 0.02% | +5.3% |
| Q1 2023 | $331,019 | +34.1% | 6,296 | +27.1% | 0.02% | +11.8% |
| Q4 2022 | $246,908 | +13.3% | 4,954 | +1.7% | 0.02% | 0.0% |
| Q3 2022 | $218,000 | -12.4% | 4,872 | -6.4% | 0.02% | -10.5% |
| Q2 2022 | $249,000 | -13.8% | 5,205 | 0.0% | 0.02% | -5.0% |
| Q1 2022 | $289,000 | -2.0% | 5,205 | +6.9% | 0.02% | -4.8% |
| Q4 2021 | $295,000 | – | 4,870 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Global Retirement Partners, LLC | 2,656 | $103,000 | 0.02% |
| LPL Financial LLC | 7,878 | $307,000 | 0.00% |
| Citadel Advisors | 35,946 | $1,405,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| PRINCIPAL FINANCIAL GROUP INC | 5,716 | $228,000 | 0.00% |
| UBS Group AG | 459 | $18,000 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | $0 | 0.00% |