PRINCIPAL EXCHANGE-TRADED FD's ticker is USMC and the CUSIP is 74255Y870. A total of 33 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q3 2023. 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 | 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% |