ENCOMPASS WEALTH ADVISORS, LLC - PRINCIPAL GLOBAL DIVERSIFIED INCOME INST'L CLASS ownership

PRINCIPAL GLOBAL DIVERSIFIED INCOME INST'L CLASS's ticker is and the CUSIP is 74254V232. A total of 2 filers reported holding PRINCIPAL GLOBAL DIVERSIFIED INCOME INST'L CLASS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of PRINCIPAL GLOBAL DIVERSIFIED INCOME INST'L CLASS
ValueSharesWeighting
Q3 2023$2,297,875
-19.5%
201,745
-17.2%
0.76%
-17.7%
Q2 2023$2,852,786
-11.3%
243,620
-10.8%
0.93%
-15.3%
Q1 2023$3,217,524
+1.2%
273,134
+0.4%
1.10%
-5.6%
Q4 2022$3,179,863
-6.1%
272,016
-7.4%
1.16%
-9.9%
Q3 2022$3,388,000
-8.8%
293,596
-5.3%
1.29%
-1.9%
Q2 2022$3,713,000
-21.7%
309,910
-14.5%
1.31%
+9.8%
Q1 2022$4,741,000
-4.7%
362,482
+0.9%
1.20%
-1.2%
Q4 2021$4,977,000
+1.2%
359,342
-0.1%
1.21%
-5.6%
Q3 2021$4,919,000
-1.8%
359,848
-0.9%
1.28%
+4.1%
Q2 2021$5,009,000
-5.2%
363,271
-5.5%
1.23%
-8.5%
Q1 2021$5,283,000384,5461.35%
Other shareholders
PRINCIPAL GLOBAL DIVERSIFIED INCOME INST'L CLASS shareholders Q1 2022
NameSharesValueWeighting ↓
ENCOMPASS WEALTH ADVISORS, LLC 362,482$4,741,0001.20%
Holloway Wealth Management, LLC 31,613$414,0000.12%
View complete list of PRINCIPAL GLOBAL DIVERSIFIED INCOME INST'L CLASS shareholders