PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 63 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,745,811 | +21.1% | 205,588 | +20.6% | 1.18% | +6.0% |
| Q1 2024 | $3,092,890 | +18.8% | 170,406 | +14.7% | 1.12% | +15.1% |
| Q4 2023 | $2,602,452 | +15.4% | 148,627 | +11.1% | 0.97% | -0.5% |
| Q3 2023 | $2,255,635 | -0.7% | 133,786 | -0.2% | 0.98% | -2.1% |
| Q2 2023 | $2,272,530 | -1.3% | 134,072 | -1.0% | 1.00% | -10.3% |
| Q1 2023 | $2,301,811 | +5.0% | 135,480 | +5.8% | 1.11% | -4.7% |
| Q4 2022 | $2,191,322 | -1.4% | 128,073 | -3.3% | 1.17% | -0.2% |
| Q3 2022 | $2,223,000 | -6.4% | 132,488 | -3.7% | 1.17% | +0.1% |
| Q2 2022 | $2,374,000 | -9.4% | 137,558 | -0.3% | 1.17% | +8.2% |
| Q1 2022 | $2,620,000 | -1.8% | 137,936 | +7.2% | 1.08% | -0.6% |
| Q4 2021 | $2,668,000 | -1.8% | 128,630 | -1.8% | 1.09% | -13.1% |
| Q3 2021 | $2,717,000 | +7.3% | 131,007 | +7.3% | 1.25% | -6.4% |
| Q2 2021 | $2,531,000 | +13.3% | 122,141 | +11.5% | 1.33% | +1.4% |
| Q1 2021 | $2,233,000 | +92.2% | 109,583 | +94.9% | 1.32% | +64.2% |
| Q4 2020 | $1,162,000 | +7.4% | 56,214 | +4.3% | 0.80% | -3.0% |
| Q3 2020 | $1,082,000 | -1.6% | 53,897 | +375.9% | 0.83% | -6.9% |
| Q2 2020 | $1,100,000 | +13.5% | 11,325 | +2.5% | 0.89% | -0.4% |
| Q1 2020 | $969,000 | -11.7% | 11,047 | +1.2% | 0.89% | +26.2% |
| Q4 2019 | $1,098,000 | – | 10,913 | – | 0.71% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tyche Wealth Partners LLC | 541,222 | $9,823,179 | 2.40% |
| ROGCO, LP | 290,914 | $5,280,089 | 2.16% |
| Meadow Creek Wealth Advisors LLC | 139,222 | $2,526,879 | 1.76% |
| Cornerstone Wealth Group, LLC | 694,902 | $12,612,474 | 1.16% |
| PSI Advisors, LLC | 170,406 | $3,092,890 | 1.12% |
| INVESTMENT PARTNERS, LTD. | 131,264 | $2,382,442 | 1.08% |
| Pallas Capital Advisors LLC | 1,371,031 | $24,884,218 | 1.04% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 106,452 | $1,932,114 | 1.00% |
| First Citizens Financial Corp | 56,575 | $1,026,836 | 0.61% |
| Gilliland Jeter Wealth Management LLC | 82,412 | $1,495,774 | 0.52% |