PRINCIPAL EXCHANGE TRADED FD's ticker is YLD and the CUSIP is 74255Y102. A total of 23 filers reported holding PRINCIPAL EXCHANGE TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $189,545 | -12.2% | 10,501 | -10.7% | 0.08% | -13.7% |
Q2 2023 | $215,839 | -16.3% | 11,759 | -16.5% | 0.10% | -24.0% |
Q1 2023 | $257,860 | -12.0% | 14,083 | -14.2% | 0.12% | -19.9% |
Q4 2022 | $292,990 | -0.3% | 16,414 | -3.5% | 0.16% | +1.3% |
Q3 2022 | $294,000 | -8.7% | 17,001 | -6.3% | 0.15% | -2.5% |
Q2 2022 | $322,000 | -22.8% | 18,139 | -13.2% | 0.16% | -8.1% |
Q1 2022 | $417,000 | -20.4% | 20,889 | -17.1% | 0.17% | -19.2% |
Q4 2021 | $524,000 | -4.9% | 25,188 | -4.2% | 0.21% | -15.8% |
Q3 2021 | $551,000 | +9.5% | 26,298 | +118.3% | 0.25% | -4.5% |
Q2 2021 | $503,000 | -2.1% | 12,048 | -4.4% | 0.26% | -12.5% |
Q1 2021 | $514,000 | -13.8% | 12,603 | -16.2% | 0.30% | -26.3% |
Q4 2020 | $596,000 | -2.6% | 15,037 | -7.3% | 0.41% | -12.0% |
Q3 2020 | $612,000 | -19.9% | 16,228 | -23.4% | 0.47% | -24.2% |
Q2 2020 | $764,000 | +8.2% | 21,173 | -3.3% | 0.62% | -5.1% |
Q1 2020 | $706,000 | -26.2% | 21,885 | -6.2% | 0.65% | +5.5% |
Q4 2019 | $956,000 | – | 23,331 | – | 0.62% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PSI Advisors, LLC | 21,885 | $706,000 | 0.65% |
Hilltop Holdings Inc. | 19,195 | $620,000 | 0.15% |
Cetera Investment Advisers | 30,205 | $975,000 | 0.12% |
NEXT Financial Group, Inc | 14,787 | $477,000 | 0.06% |
AdvisorNet Financial, Inc | 19,071 | $616,000 | 0.06% |
Golden State Wealth Management, LLC | 3,945 | $127,000 | 0.06% |
ASSETMARK, INC | 130,473 | $4,213,000 | 0.04% |
Cambridge Investment Research Advisors, Inc. | 33,597 | $1,085,000 | 0.01% |
Winslow, Evans & Crocker, Inc. | 366 | $12,000 | 0.00% |
Global Retirement Partners, LLC | 425 | $14,000 | 0.00% |