PRINCIPAL EXCHANGE TRADED FD's ticker is YLD and the CUSIP is 74255Y102. A total of 24 filers reported holding PRINCIPAL EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,708 | +119.3% | 12,228 | +123.0% | 0.00% | – |
| Q2 2023 | $100,654 | +65.0% | 5,484 | +64.6% | 0.00% | – |
| Q1 2023 | $61,007 | -69.9% | 3,332 | -70.7% | 0.00% | – |
| Q4 2022 | $203,000 | +1350.0% | 11,379 | +1583.3% | 0.00% | – |
| Q4 2021 | $14,000 | -50.0% | 676 | -49.1% | 0.00% | – |
| Q3 2021 | $28,000 | +12.0% | 1,327 | +120.4% | 0.00% | – |
| Q2 2021 | $25,000 | -76.4% | 602 | -76.7% | 0.00% | – |
| Q1 2021 | $106,000 | +1.0% | 2,584 | -2.2% | 0.00% | – |
| Q4 2020 | $105,000 | +6.1% | 2,641 | +0.8% | 0.00% | – |
| Q3 2020 | $99,000 | +312.5% | 2,621 | +287.1% | 0.00% | – |
| Q2 2020 | $24,000 | +9.1% | 677 | 0.0% | 0.00% | – |
| Q1 2020 | $22,000 | – | 677 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Systelligence, LLC | 535,497 | $9,665,721 | 2.72% |
| Cyndeo Wealth Partners, LLC | 802,634 | $14,487,552 | 1.51% |
| Ameritas Investment Partners, Inc. | 460,730 | $8,316,172 | 0.33% |
| PSI Advisors, LLC | 10,501 | $189,545 | 0.08% |
| PRINCIPAL FINANCIAL GROUP INC | 2,195,958 | $39,637,084 | 0.03% |
| Orion Portfolio Solutions, LLC | 33,545 | $605,487 | 0.01% |
| Janney Montgomery Scott LLC | 56,992 | $1,029 | 0.00% |
| Cetera Investment Advisers | 14,600 | $263,530 | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 28,473 | $514 | 0.00% |
| LPL Financial LLC | 41,299 | $745,444 | 0.00% |