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 Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $572,855 | -5.9% | 31,441 | -6.2% | 0.00% | -25.0% |
| Q1 2024 | $608,516 | +61.8% | 33,527 | +56.0% | 0.00% | +33.3% |
| Q4 2023 | $376,206 | +4.5% | 21,485 | +0.6% | 0.00% | -25.0% |
| Q3 2023 | $359,978 | +23.3% | 21,351 | +24.0% | 0.00% | +33.3% |
| Q2 2023 | $291,930 | +7.9% | 17,223 | +8.2% | 0.00% | 0.0% |
| Q1 2023 | $270,512 | -4.7% | 15,922 | -4.0% | 0.00% | 0.0% |
| Q4 2022 | $283,821 | -99.9% | 16,588 | -53.6% | 0.00% | 0.0% |
| Q3 2022 | $300,300,000 | +101696.6% | 35,770 | +109.6% | 0.00% | 0.0% |
| Q2 2022 | $295,000 | -11.9% | 17,067 | -3.3% | 0.00% | 0.0% |
| Q1 2022 | $335,000 | -8.5% | 17,652 | -2.1% | 0.00% | -25.0% |
| Q4 2021 | $366,000 | +5.5% | 18,028 | +7.7% | 0.00% | +33.3% |
| Q3 2021 | $347,000 | +16.4% | 16,746 | +16.5% | 0.00% | 0.0% |
| Q2 2021 | $298,000 | +31.3% | 14,369 | +30.9% | 0.00% | 0.0% |
| Q4 2020 | $227,000 | – | 10,975 | – | 0.00% | – |
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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% |