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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $327,013 | +0.7% | 19,396 | +1.2% | 0.04% | +2.6% |
| Q2 2023 | $324,830 | +0.9% | 19,164 | +1.2% | 0.04% | -2.6% |
| Q1 2023 | $321,873 | +0.5% | 18,945 | +1.2% | 0.04% | -2.5% |
| Q4 2022 | $320,283 | -8.5% | 18,719 | -10.3% | 0.04% | -18.4% |
| Q3 2022 | $350,000 | -18.6% | 20,869 | -16.2% | 0.05% | -49.5% |
| Q2 2022 | $430,000 | -12.6% | 24,912 | -3.8% | 0.10% | +64.4% |
| Q1 2022 | $492,000 | -9.6% | 25,886 | -3.5% | 0.06% | -10.6% |
| Q4 2021 | $544,000 | -4.1% | 26,813 | -1.9% | 0.07% | -13.2% |
| Q3 2021 | $567,000 | -0.5% | 27,320 | -0.7% | 0.08% | -39.2% |
| Q2 2021 | $570,000 | +2.7% | 27,509 | +1.0% | 0.12% | -7.4% |
| Q1 2021 | $555,000 | +1.3% | 27,229 | +2.8% | 0.14% | -4.9% |
| Q4 2020 | $548,000 | +7.2% | 26,488 | +4.1% | 0.14% | -10.7% |
| Q3 2020 | $511,000 | – | 25,438 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT PARTNERS, LTD. | 127,471 | $2,160,633 | 1.13% |
| PSI Advisors, LLC | 134,072 | $2,272,530 | 1.00% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 59,365 | $1,006,237 | 0.55% |
| First Citizens Financial Corp | 34,325 | $581,809 | 0.40% |
| Advisory Resource Group | 79,709 | $1,351,068 | 0.37% |
| BENJAMIN EDWARDS INC | 92,727 | $1,572 | 0.36% |
| NOTTINGHAM ADVISORS, INC. | 130,667 | $2,214,806 | 0.29% |
| Community Bank, N.A. | 118,000 | $1,998,920 | 0.26% |
| Willis Johnson & Associates, Inc. | 140,380 | $2,379,438 | 0.25% |
| SAGE RHINO CAPITAL LLC | 49,206 | $834,042 | 0.23% |