PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 73 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $753,684 | -59.9% | 44,702 | -59.9% | 0.00% | -66.7% |
| Q2 2023 | $1,877,216 | -11.6% | 111,513 | -11.4% | 0.00% | -25.0% |
| Q1 2023 | $2,124,687 | -12.1% | 125,813 | -11.0% | 0.00% | -20.0% |
| Q4 2022 | $2,418,281 | -54.0% | 141,310 | -54.9% | 0.01% | -58.3% |
| Q3 2022 | $5,256,000 | -7.3% | 313,218 | -5.0% | 0.01% | 0.0% |
| Q2 2022 | $5,668,000 | +8359.7% | 329,540 | +3.0% | 0.01% | – |
| Q1 2022 | $67,000 | -99.0% | 319,852 | +0.8% | 0.00% | -100.0% |
| Q4 2021 | $6,435,000 | +0.3% | 317,189 | +2.1% | 0.01% | -7.7% |
| Q3 2021 | $6,415,000 | +1.4% | 310,621 | +1.4% | 0.01% | -7.1% |
| Q2 2021 | $6,327,000 | +4.8% | 306,340 | +3.1% | 0.01% | -6.7% |
| Q1 2021 | $6,035,000 | +9.5% | 297,000 | +11.5% | 0.02% | 0.0% |
| Q4 2020 | $5,509,000 | +3980.7% | 266,372 | +8391.3% | 0.02% | – |
| Q3 2020 | $135,000 | +8.0% | 3,137 | +142.4% | 0.00% | – |
| Q2 2020 | $125,000 | +290.6% | 1,294 | +262.5% | 0.00% | – |
| Q1 2020 | $32,000 | – | 357 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PSI Advisors, LLC | 132,488 | $2,223,000 | 1.17% |
| IBEX WEALTH ADVISORS | 153,730 | $2,580,000 | 0.67% |
| NOTTINGHAM ADVISORS, INC. | 245,738 | $4,126,000 | 0.60% |
| BENJAMIN EDWARDS INC | 93,926 | $1,576,000 | 0.47% |
| Willis Johnson & Associates, Inc. | 186,384 | $3,128,000 | 0.46% |
| Advisory Resource Group | 79,547 | $1,335,000 | 0.44% |
| Covington Capital Management | 604,728 | $10,147,000 | 0.44% |
| Realta Investment Advisors | 78,292 | $1,314,000 | 0.34% |
| Community Bank, N.A. | 131,990 | $2,213,000 | 0.34% |
| Mechanics Financial Corp | 21,903 | $368,000 | 0.24% |