IBEX WEALTH ADVISORS - PRINCIPAL EXCHANGE-TRADED FD ownership

PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 65 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of PRINCIPAL EXCHANGE-TRADED FD
ValueSharesWeighting
Q4 2022$2,332
-99.9%
136,274
-11.4%
0.53%
-21.5%
Q3 2022$2,580,000
-2.9%
153,730
-0.1%
0.67%
+9.6%
Q2 2022$2,657,000
-10.2%
153,938
-1.2%
0.61%
+7.9%
Q1 2022$2,960,000
-7.2%
155,883
-0.9%
0.57%
+0.4%
Q4 2021$3,190,000
-18.9%
157,279
-17.0%
0.56%
-25.4%
Q3 2021$3,932,000
-1.6%
189,582
-1.7%
0.76%
-5.3%
Q2 2021$3,995,000
+0.1%
192,770
-1.6%
0.80%
-18.9%
Q1 2021$3,993,000
-8.6%
195,903
-7.3%
0.98%
-13.7%
Q4 2020$4,370,000
+7.3%
211,301
+4.2%
1.14%
-3.5%
Q3 2020$4,072,000202,8081.18%
Other shareholders
PRINCIPAL EXCHANGE-TRADED FD shareholders Q2 2021
NameSharesValueWeighting ↓
PSI Advisors, LLC 132,488$2,223,0001.17%
IBEX WEALTH ADVISORS 153,730$2,580,0000.67%
NOTTINGHAM ADVISORS, INC. 245,738$4,126,0000.60%
BENJAMIN EDWARDS INC 93,926$1,576,0000.47%
Willis Johnson & Associates, Inc. 186,384$3,128,0000.46%
Advisory Resource Group 79,547$1,335,0000.44%
Covington Capital Management 604,728$10,147,0000.44%
Realta Investment Advisors 78,292$1,314,0000.34%
Community Bank, N.A. 131,990$2,213,0000.34%
Mechanics Financial Corp 21,903$368,0000.24%
View complete list of PRINCIPAL EXCHANGE-TRADED FD shareholders