PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 70 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $512,117 | +57.6% | 30,869 | +61.0% | 0.03% | +62.5% |
| Q2 2023 | $325,033 | +3.2% | 19,176 | +1.6% | 0.02% | -5.9% |
| Q1 2023 | $315,096 | +2000.6% | 18,868 | +2012.9% | 0.02% | +1600.0% |
| Q3 2022 | $15,000 | 0.0% | 893 | +1.6% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | 0.0% | 879 | +0.3% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | -73.7% | 876 | -68.1% | 0.00% | -83.3% |
| Q3 2021 | $57,000 | 0.0% | 2,744 | +0.6% | 0.01% | 0.0% |
| Q2 2021 | $57,000 | +3.6% | 2,727 | +0.6% | 0.01% | 0.0% |
| Q1 2021 | $55,000 | -5.2% | 2,710 | -2.6% | 0.01% | -14.3% |
| Q4 2020 | $58,000 | -50.0% | 2,781 | -52.0% | 0.01% | -58.8% |
| Q3 2020 | $116,000 | +3.6% | 5,788 | +402.0% | 0.02% | -5.6% |
| Q2 2020 | $112,000 | +10.9% | 1,153 | 0.0% | 0.02% | -5.3% |
| Q1 2020 | $101,000 | +80.4% | 1,153 | +105.5% | 0.02% | +111.1% |
| Q4 2019 | $56,000 | -6.7% | 561 | -6.5% | 0.01% | -10.0% |
| Q3 2019 | $60,000 | – | 600 | – | 0.01% | – |
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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% |