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 72 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q1 2022
NameSharesValueWeighting ↓
PSI Advisors, LLC 132,488$2,223,0001.17%
IBEX WEALTH ADVISORS 153,730$2,580,0000.67%
NOTTINGHAM ADVISORS, INC. 245,738$4,126,0000.60%
BENJAMIN EDWARDS INC 93,926$1,576,0000.47%
Willis Johnson & Associates, Inc. 186,384$3,128,0000.46%
Advisory Resource Group 79,547$1,335,0000.44%
Covington Capital Management 604,728$10,147,0000.44%
Realta Investment Advisors 78,292$1,314,0000.34%
Community Bank, N.A. 131,990$2,213,0000.34%
Mechanics Financial Corp 21,903$368,0000.24%
View complete list of PRINCIPAL EXCHANGE-TRADED FD shareholders