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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,351,068 | -2.2% | 79,709 | -1.9% | 0.37% | -5.2% |
| Q1 2023 | $1,381,015 | +1.4% | 81,284 | +2.1% | 0.39% | -4.4% |
| Q4 2022 | $1,362,110 | +2.0% | 79,609 | +0.1% | 0.40% | -8.4% |
| Q3 2022 | $1,335,000 | -4.2% | 79,547 | -1.5% | 0.44% | -3.1% |
| Q2 2022 | $1,394,000 | -4.4% | 80,785 | +5.2% | 0.46% | +0.4% |
| Q1 2022 | $1,458,000 | -4.3% | 76,779 | +0.1% | 0.45% | -10.8% |
| Q4 2021 | $1,524,000 | +3.5% | 76,721 | +8.1% | 0.51% | -6.3% |
| Q3 2021 | $1,472,000 | +6.4% | 70,983 | +6.3% | 0.54% | -1.8% |
| Q2 2021 | $1,383,000 | -69.7% | 66,751 | -70.2% | 0.55% | -74.1% |
| Q1 2021 | $4,570,000 | +3.9% | 224,254 | +5.4% | 2.14% | -2.1% |
| Q4 2020 | $4,399,000 | +3.2% | 212,708 | +0.2% | 2.18% | -12.7% |
| Q3 2020 | $4,262,000 | +5.1% | 212,270 | +408.5% | 2.50% | -0.1% |
| Q2 2020 | $4,056,000 | – | 41,747 | – | 2.50% | – |
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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% |