Baird Financial Group, Inc. - PRINCIPAL EXCHANGE-TRADED FD ownership

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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%.

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Quarter-by-quarter ownership
Baird Financial Group, Inc. ownership history of PRINCIPAL EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$12,407,611
-2.0%
735,920
-1.4%
0.03%
+3.0%
Q2 2023$12,654,853
-0.3%
746,599
-0.1%
0.03%
+6.5%
Q1 2023$12,695,947
+226451.5%
747,260
+128.1%
0.03%
+106.7%
Q4 2022$5,604
-99.9%
327,555
+1.3%
0.02%
-6.2%
Q3 2022$5,428,000
-3.7%
323,476
-1.0%
0.02%0.0%
Q2 2022$5,639,000
-12.2%
326,705
-3.4%
0.02%0.0%
Q1 2022$6,424,000
-0.6%
338,286
+6.2%
0.02%
+6.7%
Q4 2021$6,461,000
+14.7%
318,566
+17.3%
0.02%
+7.1%
Q3 2021$5,631,000
+25.5%
271,522
+25.4%
0.01%
+16.7%
Q2 2021$4,488,000
+35.4%
216,536
+33.2%
0.01%
+33.3%
Q1 2021$3,314,000
+36.4%
162,612
+38.5%
0.01%
+28.6%
Q4 2020$2,429,000
+72.3%
117,428
+67.2%
0.01%
+40.0%
Q3 2020$1,410,000
+9.8%
70,230
+431.4%
0.01%0.0%
Q2 2020$1,284,000
+10.8%
13,215
+0.1%
0.01%0.0%
Q1 2020$1,159,000
+43.3%
13,206
+64.4%
0.01%
+66.7%
Q4 2019$809,000–8,033–0.00%–
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Other shareholders
PRINCIPAL EXCHANGE-TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
ROGCO, LP 361,015$6,086,7133.00%
INVESTMENT PARTNERS, LTD. 127,471$2,149,1611.13%
Pallas Capital Advisors LLC 1,020,144$16,730,3621.02%
PSI Advisors, LLC 133,786$2,255,6350.98%
Activest Wealth Management 91,408$1,541,1390.95%
First Citizens Financial Corp 37,939$639,6520.45%
BENJAMIN EDWARDS INC 88,555$1,4930.35%
NOTTINGHAM ADVISORS, INC. 130,057$2,192,7610.34%
Delta Investment Management, LLC 60,563$1,021,0920.28%
Community Bank, N.A. 118,000$1,989,4800.28%
View complete list of PRINCIPAL EXCHANGE-TRADED FD shareholders