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 ↓ |
|---|---|---|---|
| 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% |