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 Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| ROGCO, LP | 361,015 | $6,086,713 | 3.00% |
| INVESTMENT PARTNERS, LTD. | 127,471 | $2,149,161 | 1.13% |
| Pallas Capital Advisors LLC | 1,020,144 | $16,730,362 | 1.02% |
| PSI Advisors, LLC | 133,786 | $2,255,635 | 0.98% |
| Activest Wealth Management | 91,408 | $1,541,139 | 0.95% |
| First Citizens Financial Corp | 37,939 | $639,652 | 0.45% |
| BENJAMIN EDWARDS INC | 88,555 | $1,493 | 0.35% |
| NOTTINGHAM ADVISORS, INC. | 130,057 | $2,192,761 | 0.34% |
| Delta Investment Management, LLC | 60,563 | $1,021,092 | 0.28% |
| Community Bank, N.A. | 118,000 | $1,989,480 | 0.28% |