PRINCIPAL EXCHANGE-TRADED FD's ticker is USMC and the CUSIP is 74255Y870. A total of 30 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,979,000 | +5.9% | 49,833 | -1.5% | 0.21% | -5.9% |
| Q1 2021 | $1,868,000 | -33.1% | 50,606 | -35.4% | 0.22% | -37.0% |
| Q4 2020 | $2,794,000 | +7.9% | 78,337 | -0.1% | 0.35% | -8.6% |
| Q3 2020 | $2,589,000 | +1.9% | 78,431 | -7.2% | 0.38% | -6.6% |
| Q2 2020 | $2,540,000 | +78.9% | 84,538 | +54.4% | 0.41% | +50.0% |
| Q1 2020 | $1,420,000 | -12.6% | 54,768 | +5.5% | 0.27% | +4.2% |
| Q4 2019 | $1,625,000 | +7.1% | 51,929 | +0.6% | 0.26% | -1.9% |
| Q3 2019 | $1,517,000 | -1.9% | 51,640 | -3.1% | 0.27% | -3.6% |
| Q2 2019 | $1,547,000 | -4.4% | 53,276 | -7.4% | 0.28% | +41.1% |
| Q1 2019 | $1,619,000 | +6.2% | 57,559 | -5.1% | 0.20% | -39.6% |
| Q4 2018 | $1,525,000 | – | 60,682 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Golden State Wealth Management, LLC | 140,444 | $5,663,000 | 1.23% |
| Horizon Investments, LLC | 838,192 | $33,662,000 | 0.88% |
| Segment Wealth Management, LLC | 150,461 | $6,067,000 | 0.72% |
| SHEETS SMITH WEALTH MANAGEMENT | 61,407 | $2,476,000 | 0.34% |
| NewEdge Advisors, LLC | 124,460 | $5,019,000 | 0.12% |
| PRINCIPAL FINANCIAL GROUP INC | 868,233 | $35,010,000 | 0.02% |
| Graves Light Lenhart Wealth, Inc. | 1,961 | $79,000 | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | 372,610 | $15,025,000 | 0.01% |
| LIBERTY WEALTH MANAGEMENT LLC | 573 | $23,000 | 0.01% |
| LPL Financial LLC | 146,275 | $5,898,000 | 0.01% |