PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 47 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,607,401 | +3.0% | 95,338 | +3.5% | 0.01% | 0.0% |
| Q2 2023 | $1,560,957 | +1381277.9% | 92,091 | +1290.5% | 0.01% | +500.0% |
| Q4 2022 | $113 | -99.9% | 6,623 | +8.2% | 0.00% | 0.0% |
| Q3 2022 | $102,000 | -2.9% | 6,120 | +0.3% | 0.00% | 0.0% |
| Q2 2022 | $105,000 | -8.7% | 6,099 | +0.3% | 0.00% | 0.0% |
| Q1 2022 | $115,000 | -6.5% | 6,079 | -0.4% | 0.00% | 0.0% |
| Q4 2021 | $123,000 | -1.6% | 6,101 | +0.9% | 0.00% | 0.0% |
| Q3 2021 | $125,000 | +557.9% | 6,046 | +555.7% | 0.00% | – |
| Q2 2021 | $19,000 | +5.6% | 922 | +0.3% | 0.00% | – |
| Q1 2021 | $18,000 | 0.0% | 919 | +0.3% | 0.00% | – |
| Q4 2020 | $18,000 | +20.0% | 916 | +15.9% | 0.00% | – |
| Q3 2020 | $15,000 | +66.7% | 790 | +797.7% | 0.00% | – |
| Q2 2020 | $9,000 | +200.0% | 88 | +151.4% | 0.00% | – |
| Q1 2020 | $3,000 | – | 35 | – | 0.00% | – |
Download | ||||||
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% |