PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 1 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326,791 | -21.5% | 19,383 | -21.1% | 0.04% | -21.3% |
| Q2 2023 | $416,401 | -17.0% | 24,566 | -16.8% | 0.05% | -21.7% |
| Q1 2023 | $501,721 | +0.4% | 29,530 | +1.1% | 0.06% | -3.2% |
| Q4 2022 | $499,747 | -17.1% | 29,208 | -18.7% | 0.06% | -25.3% |
| Q3 2022 | $603,000 | – | 35,948 | – | 0.08% | – |
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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% |