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 | $1,607,401 | +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% | – |
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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% |