PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 63 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,686 | -43.2% | 100 | -42.9% | 0.00% | – |
| Q2 2023 | $2,966 | -61.2% | 175 | -61.1% | 0.00% | – |
| Q1 2023 | $7,646 | -83.7% | 450 | -81.7% | 0.00% | -100.0% |
| Q1 2022 | $47,000 | -6.0% | 2,458 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $50,000 | -87.8% | 2,458 | -87.6% | 0.00% | -85.7% |
| Q3 2021 | $411,000 | +705.9% | 19,826 | +706.6% | 0.01% | +600.0% |
| Q2 2021 | $51,000 | -99.9% | 2,458 | -50.0% | 0.00% | 0.0% |
| Q1 2021 | $100,188,000 | – | 4,916 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advisory Resource Group | 212,270 | $4,262,000 | 2.50% |
| IBEX WEALTH ADVISORS | 202,808 | $4,072,000 | 1.18% |
| PSI Advisors, LLC | 53,897 | $1,082,000 | 0.83% |
| BENJAMIN EDWARDS INC | 43,202 | $867,000 | 0.72% |
| NOTTINGHAM ADVISORS, INC. | 211,431 | $4,246,000 | 0.55% |
| Community Bank, N.A. | 90,780 | $1,822,000 | 0.28% |
| XML Financial, LLC | 25,438 | $511,000 | 0.16% |
| Carroll Financial Associates, Inc. | 96,094 | $1,929,000 | 0.15% |
| TBH Global Asset Management, LLC | 18,603 | $374,000 | 0.13% |
| WEST BANCORPORATION INC | 4,000 | $80,000 | 0.09% |