PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 72 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q3 2023. 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 ↓ |
|---|---|---|---|
| ROGCO, LP | 361,015 | $6,086,713 | 3.00% |
| INVESTMENT PARTNERS, LTD. | 127,471 | $2,149,161 | 1.13% |
| Pallas Capital Advisors LLC | 1,020,144 | $16,730,362 | 1.02% |
| PSI Advisors, LLC | 133,786 | $2,255,635 | 0.98% |
| Activest Wealth Management | 91,408 | $1,541,139 | 0.95% |
| First Citizens Financial Corp | 37,939 | $639,652 | 0.45% |
| BENJAMIN EDWARDS INC | 88,555 | $1,493 | 0.35% |
| NOTTINGHAM ADVISORS, INC. | 130,057 | $2,192,761 | 0.34% |
| Delta Investment Management, LLC | 60,563 | $1,021,092 | 0.28% |
| Community Bank, N.A. | 118,000 | $1,989,480 | 0.28% |