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 ↓ |
|---|---|---|---|
| Advisory Resource Group | 212,270 | $4,262,000 | 2.50% |
| IBEX WEALTH ADVISORS | 202,808 | $4,072,000 | 1.18% |
| PSI Advisors, LLC | 53,897 | $1,082,000 | 0.83% |
| BENJAMIN EDWARDS INC | 43,202 | $867,000 | 0.72% |
| NOTTINGHAM ADVISORS, INC. | 211,431 | $4,246,000 | 0.55% |
| Community Bank, N.A. | 90,780 | $1,822,000 | 0.28% |
| XML Financial, LLC | 25,438 | $511,000 | 0.16% |
| Carroll Financial Associates, Inc. | 96,094 | $1,929,000 | 0.15% |
| TBH Global Asset Management, LLC | 18,603 | $374,000 | 0.13% |
| WEST BANCORPORATION INC | 4,000 | $80,000 | 0.09% |