LIBERTY WEALTH MANAGEMENT LLC - PRINCIPAL EXCHANGE-TRADED FD ownership

PRINCIPAL EXCHANGE-TRADED FD's ticker is USMC and the CUSIP is 74255Y870. A total of 33 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of PRINCIPAL EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2021$23,0005730.01%
Other shareholders
PRINCIPAL EXCHANGE-TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Golden State Wealth Management, LLC 140,444$5,663,0001.23%
Horizon Investments, LLC 838,192$33,662,0000.88%
Segment Wealth Management, LLC 150,461$6,067,0000.72%
SHEETS SMITH WEALTH MANAGEMENT 61,407$2,476,0000.34%
NewEdge Advisors, LLC 124,460$5,019,0000.12%
PRINCIPAL FINANCIAL GROUP INC 868,233$35,010,0000.02%
Graves Light Lenhart Wealth, Inc. 1,961$79,0000.01%
ENVESTNET ASSET MANAGEMENT INC 372,610$15,025,0000.01%
LIBERTY WEALTH MANAGEMENT LLC 573$23,0000.01%
LPL Financial LLC 146,275$5,898,0000.01%
View complete list of PRINCIPAL EXCHANGE-TRADED FD shareholders