PRINCIPAL EXCHANGE-TRADED FD's ticker is BTEC and the CUSIP is 74255Y409. A total of 23 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $127,740 | +16.2% | 4,242 | +38.6% | 0.00% | – |
| Q2 2023 | $109,940 | +6.4% | 3,060 | -1.7% | 0.00% | – |
| Q1 2023 | $103,298 | -35.4% | 3,112 | -34.6% | 0.00% | – |
| Q4 2022 | $159,809 | -0.1% | 4,755 | +1.8% | 0.00% | – |
| Q3 2022 | $160,000 | +2.6% | 4,670 | -3.9% | 0.00% | – |
| Q2 2022 | $156,000 | -45.6% | 4,860 | -29.8% | 0.00% | -100.0% |
| Q1 2022 | $287,000 | -69.3% | 6,920 | -64.9% | 0.00% | -50.0% |
| Q4 2021 | $934,000 | -4.7% | 19,732 | +10.1% | 0.00% | 0.0% |
| Q3 2021 | $980,000 | -7.7% | 17,929 | +2.9% | 0.00% | 0.0% |
| Q2 2021 | $1,062,000 | +5.6% | 17,427 | +0.4% | 0.00% | 0.0% |
| Q1 2021 | $1,006,000 | +21.6% | 17,361 | +23.3% | 0.00% | 0.0% |
| Q4 2020 | $827,000 | +237.6% | 14,076 | +173.5% | 0.00% | +100.0% |
| Q3 2020 | $245,000 | +73.8% | 5,147 | +63.5% | 0.00% | – |
| Q2 2020 | $141,000 | +131.1% | 3,148 | +64.4% | 0.00% | – |
| Q1 2020 | $61,000 | – | 1,915 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FORTEM FINANCIAL GROUP, LLC | 90,761 | $2,926,000 | 1.91% |
| VALLEY NATIONAL ADVISERS INC | 17,749 | $633,000 | 0.13% |
| PSI Advisors, LLC | 6,532 | $210,000 | 0.10% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 1,401 | $45,000 | 0.07% |
| PRINCIPAL FINANCIAL GROUP INC | 850,000 | $27,445,000 | 0.02% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 5,203 | $168,000 | 0.01% |
| Capital Investment Advisory Services, LLC | 2,817 | $91,000 | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 297 | $10,000 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 14,827 | $478,000 | 0.00% |
| WELLS FARGO & COMPANY/MN | 0 | $0 | 0.00% |