SAGE RHINO CAPITAL LLC - PRINCIPAL EXCHANGE-TRADED FD ownership

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
SAGE RHINO CAPITAL LLC ownership history of PRINCIPAL EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$767,804
-7.9%
45,540
-7.5%
0.22%
-6.9%
Q2 2023$834,042
-48.1%
49,206
-48.0%
0.23%
-50.4%
Q1 2023$1,606,591
+3.9%
94,561
+4.6%
0.47%
-4.9%
Q4 2022$1,546,55690,3890.49%
Other shareholders
PRINCIPAL EXCHANGE-TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Advisory Resource Group 212,270$4,262,0002.50%
IBEX WEALTH ADVISORS 202,808$4,072,0001.18%
PSI Advisors, LLC 53,897$1,082,0000.83%
BENJAMIN EDWARDS INC 43,202$867,0000.72%
NOTTINGHAM ADVISORS, INC. 211,431$4,246,0000.55%
Community Bank, N.A. 90,780$1,822,0000.28%
XML Financial, LLC 25,438$511,0000.16%
Carroll Financial Associates, Inc. 96,094$1,929,0000.15%
TBH Global Asset Management, LLC 18,603$374,0000.13%
WEST BANCORPORATION INC 4,000$80,0000.09%
View complete list of PRINCIPAL EXCHANGE-TRADED FD shareholders