Realta Investment Advisors - PRINCIPAL EXCHANGE-TRADED FD ownership

PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 73 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of PRINCIPAL EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$583,0120.0%34,3960.0%0.13%
+5.5%
Q2 2023$583,012
-42.8%
34,396
-42.6%
0.13%
-48.8%
Q1 2023$1,018,466
-6.7%
59,945
-6.0%
0.25%
-6.8%
Q4 2022$1,091,310
-16.9%
63,782
-18.5%
0.27%
-22.7%
Q3 2022$1,314,000
-11.6%
78,292
-9.4%
0.34%
-5.5%
Q2 2022$1,486,000
-13.0%
86,418
-4.0%
0.36%
+6.7%
Q1 2022$1,709,000
-25.1%
89,984
-20.1%
0.34%
-32.1%
Q4 2021$2,283,000
+72.8%
112,572
+76.7%
0.50%
+61.4%
Q3 2021$1,321,000
+105.4%
63,700
+105.4%
0.31%
+103.3%
Q2 2021$643,000
+352.8%
31,010
+2091.5%
0.15%
+292.3%
Q4 2019$142,000
-8.4%
1,415
-9.3%
0.04%
-7.1%
Q3 2019$155,000
-24.0%
1,560
-25.5%
0.04%
-26.3%
Q2 2019$204,0002,0930.06%
Other shareholders
PRINCIPAL EXCHANGE-TRADED FD shareholders Q4 2021
NameSharesValueWeighting ↓
Cornerstone Wealth Group, LLC 1,021,885$20,724,0003.55%
Activest Wealth Management 250,338$5,077,0003.14%
PSI Advisors, LLC 128,630$2,668,0001.09%
IBEX WEALTH ADVISORS 157,279$3,190,0000.56%
Advisory Resource Group 76,721$1,524,0000.51%
Realta Investment Advisors 112,572$2,283,0000.50%
NOTTINGHAM ADVISORS, INC. 208,950$4,232,0000.46%
BENJAMIN EDWARDS INC 62,246$1,262,0000.41%
Covington Capital Management 517,886$10,503,0000.36%
Carroll Financial Associates, Inc. 294,117$5,970,0000.32%
View complete list of PRINCIPAL EXCHANGE-TRADED FD shareholders