Foundations Investment Advisors, LLC - PRINCIPAL EXCHANGE-TRADED FD ownership

PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 40 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of PRINCIPAL EXCHANGE-TRADED FD
ValueSharesWeighting
Q1 2023$1,945,147
+7.0%
114,488
+7.7%
0.07%
-2.8%
Q4 2022$1,818,574
+43.1%
106,287
+40.3%
0.07%
+30.9%
Q3 2022$1,271,000
+30.5%
75,756
+33.2%
0.06%
+34.1%
Q2 2022$974,000
+166.8%
56,890
+190.8%
0.04%
+192.9%
Q1 2022$365,000
+31.3%
19,563
+41.6%
0.01%
+40.0%
Q4 2021$278,000
+36.9%
13,819
+40.2%
0.01%
+11.1%
Q3 2021$203,000
-37.3%
9,858
+194.9%
0.01%
-69.0%
Q2 2020$324,0003,3430.03%
Other shareholders
PRINCIPAL EXCHANGE-TRADED FD shareholders Q2 2020
NameSharesValueWeighting ↓
Cornerstone Wealth Group, LLC 1,021,885$20,724,0003.55%
Activest Wealth Management 250,338$5,077,0003.14%
PSI Advisors, LLC 128,630$2,668,0001.09%
IBEX WEALTH ADVISORS 157,279$3,190,0000.56%
Advisory Resource Group 76,721$1,524,0000.51%
Realta Investment Advisors 112,572$2,283,0000.50%
NOTTINGHAM ADVISORS, INC. 208,950$4,232,0000.46%
BENJAMIN EDWARDS INC 62,246$1,262,0000.41%
Covington Capital Management 517,886$10,503,0000.36%
Carroll Financial Associates, Inc. 294,117$5,970,0000.32%
View complete list of PRINCIPAL EXCHANGE-TRADED FD shareholders