Golden State Wealth Management, LLC - PRINCIPAL EXCHANGE-TRADED FD ownership

PRINCIPAL EXCHANGE-TRADED FD's ticker is USMC and the CUSIP is 74255Y870. A total of 23 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of PRINCIPAL EXCHANGE-TRADED FD
ValueSharesWeighting
Q1 2022$6,779,000
-0.5%
158,878
+3.3%
1.33%
+13.3%
Q4 2021$6,815,000
+20.3%
153,839
+9.5%
1.17%
-4.8%
Q3 2021$5,663,000
+17.7%
140,444
+15.9%
1.23%
+16.1%
Q2 2021$4,812,000
+13.6%
121,154
+5.6%
1.06%
-24.0%
Q1 2021$4,235,000
+28.7%
114,743
+24.4%
1.40%
+46.5%
Q4 2020$3,290,000
+20.3%
92,229
+11.4%
0.95%
+4.3%
Q3 2020$2,734,000
+12.2%
82,817
+2.1%
0.91%
+46.2%
Q2 2020$2,437,000
+38.3%
81,101
+19.3%
0.62%
-19.6%
Q1 2020$1,762,00067,9660.78%
Other shareholders
PRINCIPAL EXCHANGE-TRADED FD shareholders Q4 2020
NameSharesValueWeighting ↓
Fulcrum Equity Management 20,809$891,4581.04%
PRINCIPAL FINANCIAL GROUP INC 27,684,799$1,186,196,6550.85%
Segment Wealth Management, LLC 151,438$6,487,6040.66%
Jackson Wealth Management, LLC 82,305$3,526,0000.50%
Kraft, Davis & Associates, LLC 11,973$506,9970.19%
Legacy Capital Group California, Inc. 8,109$347,3900.15%
NewEdge Advisors, LLC 274,534$11,761,0360.13%
Laidlaw Wealth Management LLC 7,275$311,6610.10%
One Capital Management, LLC 36,984$1,584,3940.07%
ENVESTNET ASSET MANAGEMENT INC 1,474,919$63,185,5410.03%
View complete list of PRINCIPAL EXCHANGE-TRADED FD shareholders