Orion Portfolio Solutions, LLC - PRINCIPAL EXCHANGE-TRADED FD ownership

PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 65 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of PRINCIPAL EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$3,481,818
-47.5%
206,514
-47.2%
0.04%
-40.8%
Q2 2023$6,626,740
+82.0%
390,958
+82.4%
0.07%
+57.8%
Q1 2023$3,640,967
+570.2%
214,301
+574.9%
0.04%
+136.8%
Q4 2022$543,277
+116.4%
31,752
+112.3%
0.02%
+90.0%
Q3 2022$251,000
-0.8%
14,957
+2.0%
0.01%0.0%
Q2 2022$253,000
-6.3%
14,666
+3.2%
0.01%
+11.1%
Q1 2022$270,000
-8.5%
14,214
-2.2%
0.01%
-10.0%
Q4 2021$295,000
-1.0%
14,527
+1.0%
0.01%
-9.1%
Q3 2021$298,000
-8.0%
14,389
-8.1%
0.01%
-15.4%
Q2 2021$324,000
-8.7%
15,651
-10.1%
0.01%
-13.3%
Q1 2021$355,00017,4150.02%
Other shareholders
PRINCIPAL EXCHANGE-TRADED FD shareholders Q3 2021
NameSharesValueWeighting ↓
Patriot Financial Group Insurance Agency, LLC 5,131$488,0000.52%
Virtu Financial LLC 8,524$811,0000.04%
Carroll Financial Associates, Inc. 3,160$300,0000.03%
PRINCIPAL FINANCIAL GROUP INC 249,004$23,680,0000.02%
DEARBORN PARTNERS LLC 2,304$219,0000.02%
JANE STREET GROUP, LLC 43,054$4,094,0000.01%
Raymond James Financial Services Advisors, Inc. 6,343$603,0000.00%
BB&T SECURITIES, LLC 2,332$221,0000.00%
ROYAL BANK OF CANADA 50,512$4,804,0000.00%
IFP Advisors, Inc 250$24,0000.00%
View complete list of PRINCIPAL EXCHANGE-TRADED FD shareholders