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 Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,466,618 | +37.7% | 86,988 | +38.4% | 0.17% | +50.0% |
| Q2 2023 | $1,065,138 | -21.3% | 62,840 | -21.2% | 0.12% | -21.1% |
| Q1 2023 | $1,354,171 | -29.1% | 79,704 | -28.6% | 0.15% | -31.0% |
| Q4 2022 | $1,909,630 | +29.8% | 111,609 | +27.3% | 0.21% | +19.0% |
| Q3 2022 | $1,471,000 | -2.8% | 87,660 | 0.0% | 0.18% | +2.9% |
| Q2 2022 | $1,513,000 | -14.0% | 87,660 | -5.4% | 0.17% | +6.1% |
| Q1 2022 | $1,759,000 | -11.3% | 92,652 | -5.2% | 0.16% | -5.2% |
| Q4 2021 | $1,982,000 | -15.4% | 97,737 | -13.5% | 0.17% | -23.1% |
| Q3 2021 | $2,343,000 | -19.1% | 112,956 | -19.2% | 0.22% | -8.9% |
| Q2 2021 | $2,897,000 | +70.1% | 139,771 | +67.3% | 0.25% | +73.9% |
| Q1 2021 | $1,703,000 | – | 83,569 | – | 0.14% | – |
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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% |