PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 40 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,989,480 | -0.5% | 118,000 | 0.0% | 0.28% | +5.7% |
| Q2 2023 | $1,998,920 | -1.6% | 118,000 | -1.4% | 0.26% | -4.0% |
| Q1 2023 | $2,031,062 | -0.8% | 119,615 | 0.0% | 0.28% | -3.5% |
| Q4 2022 | $2,046,612 | -7.5% | 119,615 | -9.4% | 0.28% | -15.7% |
| Q3 2022 | $2,213,000 | -2.8% | 131,990 | 0.0% | 0.34% | +3.7% |
| Q2 2022 | $2,277,000 | -9.1% | 131,990 | 0.0% | 0.33% | +5.5% |
| Q1 2022 | $2,505,000 | -5.2% | 131,990 | +1.2% | 0.31% | +1.3% |
| Q4 2021 | $2,643,000 | -2.2% | 130,390 | 0.0% | 0.30% | -7.3% |
| Q3 2021 | $2,703,000 | -0.3% | 130,390 | -0.3% | 0.33% | +2.8% |
| Q2 2021 | $2,710,000 | +10.2% | 130,780 | +8.3% | 0.32% | +4.2% |
| Q1 2021 | $2,460,000 | -1.5% | 120,780 | 0.0% | 0.31% | -9.7% |
| Q4 2020 | $2,498,000 | +37.1% | 120,780 | +33.0% | 0.34% | +23.6% |
| Q3 2020 | $1,822,000 | +25.1% | 90,780 | +505.2% | 0.28% | +12.2% |
| Q2 2020 | $1,457,000 | – | 15,000 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT PARTNERS, LTD. | 127,471 | $2,160,633 | 1.13% |
| PSI Advisors, LLC | 134,072 | $2,272,530 | 1.00% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 59,365 | $1,006,237 | 0.55% |
| First Citizens Financial Corp | 34,325 | $581,809 | 0.40% |
| Advisory Resource Group | 79,709 | $1,351,068 | 0.37% |
| BENJAMIN EDWARDS INC | 92,727 | $1,572 | 0.36% |
| NOTTINGHAM ADVISORS, INC. | 130,667 | $2,214,806 | 0.29% |
| Community Bank, N.A. | 118,000 | $1,998,920 | 0.26% |
| Willis Johnson & Associates, Inc. | 140,380 | $2,379,438 | 0.25% |
| SAGE RHINO CAPITAL LLC | 49,206 | $834,042 | 0.23% |