PRINCIPAL EXCHANGE-TRADED FD's ticker is USMC and the CUSIP is 74255Y870. A total of 23 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $573,072 | +64.5% | 13,376 | +67.5% | 0.00% | 0.0% |
| Q2 2023 | $348,372 | +26.2% | 7,988 | +15.2% | 0.00% | 0.0% |
| Q1 2023 | $275,949 | +8.2% | 6,932 | -1.5% | 0.00% | 0.0% |
| Q4 2022 | $255,000 | -37.7% | 7,035 | -42.0% | 0.00% | 0.0% |
| Q3 2022 | $409,000 | +54.9% | 12,132 | +67.5% | 0.00% | 0.0% |
| Q2 2022 | $264,000 | -6.4% | 7,242 | +0.1% | 0.00% | 0.0% |
| Q1 2022 | $282,000 | -12.1% | 7,238 | -0.0% | 0.00% | 0.0% |
| Q4 2021 | $321,000 | +9.6% | 7,239 | +0.1% | 0.00% | 0.0% |
| Q3 2021 | $293,000 | -3.0% | 7,233 | -4.9% | 0.00% | 0.0% |
| Q2 2021 | $302,000 | +7.1% | 7,609 | -0.3% | 0.00% | 0.0% |
| Q1 2021 | $282,000 | -17.1% | 7,633 | -19.7% | 0.00% | 0.0% |
| Q4 2020 | $340,000 | -5.8% | 9,507 | -13.8% | 0.00% | 0.0% |
| Q3 2020 | $361,000 | -15.3% | 11,027 | -22.2% | 0.00% | 0.0% |
| Q2 2020 | $426,000 | -7.0% | 14,177 | -19.7% | 0.00% | -50.0% |
| Q1 2020 | $458,000 | – | 17,659 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Golden State Wealth Management, LLC | 92,229 | $3,290,000 | 0.95% |
| Segment Wealth Management, LLC | 136,173 | $4,857,000 | 0.70% |
| SHEETS SMITH WEALTH MANAGEMENT | 88,536 | $3,158,000 | 0.48% |
| Cornerstone Wealth Management, LLC | 78,337 | $2,794,000 | 0.35% |
| NewEdge Advisors, LLC | 135,096 | $4,819,000 | 0.16% |
| BENEDICT FINANCIAL ADVISORS INC | 6,558 | $234,000 | 0.08% |
| PRINCIPAL FINANCIAL GROUP INC | 2,453,173 | $87,532,000 | 0.06% |
| Graves Light Lenhart Wealth, Inc. | 1,961 | $70,000 | 0.01% |
| LPL Financial LLC | 147,029 | $5,245,000 | 0.01% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 2,526 | $90,000 | 0.01% |