PRINCIPAL EXCHANGE-TRADED FD's ticker is BTEC and the CUSIP is 74255Y409. A total of 23 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $265,401 | -90.5% | 7,994 | -90.4% | 0.17% | -89.5% |
| Q4 2022 | $2,802,691 | -13.1% | 83,339 | -11.2% | 1.64% | -26.4% |
| Q3 2022 | $3,225,000 | +10.2% | 93,843 | +3.4% | 2.23% | +16.7% |
| Q2 2022 | $2,926,000 | +165.3% | 90,761 | +225.9% | 1.91% | +295.9% |
| Q1 2022 | $1,103,000 | +120.6% | 27,851 | +163.5% | 0.48% | +111.8% |
| Q4 2021 | $500,000 | -28.8% | 10,568 | -17.8% | 0.23% | -36.0% |
| Q3 2021 | $702,000 | +3.5% | 12,850 | +15.4% | 0.36% | +3.5% |
| Q2 2021 | $678,000 | +18.1% | 11,136 | +12.3% | 0.34% | +3.6% |
| Q1 2021 | $574,000 | – | 9,916 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FORTEM FINANCIAL GROUP, LLC | 90,761 | $2,926,000 | 1.91% |
| VALLEY NATIONAL ADVISERS INC | 17,749 | $633,000 | 0.13% |
| PSI Advisors, LLC | 6,532 | $210,000 | 0.10% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 1,401 | $45,000 | 0.07% |
| PRINCIPAL FINANCIAL GROUP INC | 850,000 | $27,445,000 | 0.02% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 5,203 | $168,000 | 0.01% |
| Capital Investment Advisory Services, LLC | 2,817 | $91,000 | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 297 | $10,000 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 14,827 | $478,000 | 0.00% |
| WELLS FARGO & COMPANY/MN | 0 | $0 | 0.00% |