PRINCIPAL EXCHANGE-TRADED FD's ticker is USMC and the CUSIP is 74255Y870. A total of 22 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q3 2022. 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 ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 20,809 | $891,458 | 1.04% |
| PRINCIPAL FINANCIAL GROUP INC | 27,684,799 | $1,186,196,655 | 0.85% |
| Segment Wealth Management, LLC | 151,438 | $6,487,604 | 0.66% |
| Jackson Wealth Management, LLC | 82,305 | $3,526,000 | 0.50% |
| Kraft, Davis & Associates, LLC | 11,973 | $506,997 | 0.19% |
| Legacy Capital Group California, Inc. | 8,109 | $347,390 | 0.15% |
| NewEdge Advisors, LLC | 274,534 | $11,761,036 | 0.13% |
| Laidlaw Wealth Management LLC | 7,275 | $311,661 | 0.10% |
| One Capital Management, LLC | 36,984 | $1,584,394 | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 1,474,919 | $63,185,541 | 0.03% |