PRINCIPAL EXCHANGE-TRADED FD's ticker is USMC and the CUSIP is 74255Y870. A total of 33 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $275,076 | -2.5% | 6,421 | -0.6% | 0.00% | 0.0% |
| Q2 2023 | $282,087 | +2.0% | 6,461 | -7.0% | 0.00% | 0.0% |
| Q1 2023 | $276,647 | +104295.1% | 6,950 | -5.5% | 0.00% | 0.0% |
| Q4 2022 | $265 | -99.9% | 7,357 | +1.4% | 0.00% | 0.0% |
| Q3 2022 | $245,000 | -8.9% | 7,252 | -1.3% | 0.00% | 0.0% |
| Q2 2022 | $269,000 | -14.9% | 7,350 | -0.9% | 0.00% | 0.0% |
| Q1 2022 | $316,000 | -5.7% | 7,417 | -1.8% | 0.00% | 0.0% |
| Q4 2021 | $335,000 | +10.6% | 7,551 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $303,000 | +5.6% | 7,513 | +4.1% | 0.00% | 0.0% |
| Q2 2021 | $287,000 | +13.0% | 7,215 | +4.7% | 0.00% | 0.0% |
| Q1 2021 | $254,000 | +15.5% | 6,890 | +11.8% | 0.00% | 0.0% |
| Q4 2020 | $220,000 | – | 6,163 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 20,809 | $891,458 | 1.04% |
| PRINCIPAL FINANCIAL GROUP INC | 27,684,799 | $1,186,196,655 | 0.85% |
| Segment Wealth Management, LLC | 151,438 | $6,487,604 | 0.66% |
| Jackson Wealth Management, LLC | 82,305 | $3,526,000 | 0.50% |
| Kraft, Davis & Associates, LLC | 11,973 | $506,997 | 0.19% |
| Legacy Capital Group California, Inc. | 8,109 | $347,390 | 0.15% |
| NewEdge Advisors, LLC | 274,534 | $11,761,036 | 0.13% |
| Laidlaw Wealth Management LLC | 7,275 | $311,661 | 0.10% |
| One Capital Management, LLC | 36,984 | $1,584,394 | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 1,474,919 | $63,185,541 | 0.03% |