PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 1 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,649,051 | +11.3% | 157,120 | +11.9% | 0.27% | +7.1% |
| Q2 2023 | $2,379,438 | -27.4% | 140,380 | -27.3% | 0.25% | -34.7% |
| Q1 2023 | $3,279,645 | +0.0% | 193,034 | +0.8% | 0.39% | -8.9% |
| Q4 2022 | $3,278,019 | +4.8% | 191,585 | +2.8% | 0.43% | -6.4% |
| Q3 2022 | $3,128,000 | +13.1% | 186,384 | +16.4% | 0.46% | +18.1% |
| Q2 2022 | $2,765,000 | +30.8% | 160,184 | +43.9% | 0.39% | +39.4% |
| Q1 2022 | $2,114,000 | +65.8% | 111,327 | +77.1% | 0.28% | +67.9% |
| Q4 2021 | $1,275,000 | +1.4% | 62,862 | +3.6% | 0.16% | -5.7% |
| Q3 2021 | $1,258,000 | -7.4% | 60,671 | -7.4% | 0.18% | -8.9% |
| Q2 2021 | $1,358,000 | +3.3% | 65,514 | +1.6% | 0.19% | -4.5% |
| Q1 2021 | $1,314,000 | -3.6% | 64,453 | -2.2% | 0.20% | -11.8% |
| Q4 2020 | $1,363,000 | – | 65,923 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advisory Resource Group | 212,270 | $4,262,000 | 2.50% |
| IBEX WEALTH ADVISORS | 202,808 | $4,072,000 | 1.18% |
| PSI Advisors, LLC | 53,897 | $1,082,000 | 0.83% |
| BENJAMIN EDWARDS INC | 43,202 | $867,000 | 0.72% |
| NOTTINGHAM ADVISORS, INC. | 211,431 | $4,246,000 | 0.55% |
| Community Bank, N.A. | 90,780 | $1,822,000 | 0.28% |
| XML Financial, LLC | 25,438 | $511,000 | 0.16% |
| Carroll Financial Associates, Inc. | 96,094 | $1,929,000 | 0.15% |
| TBH Global Asset Management, LLC | 18,603 | $374,000 | 0.13% |
| WEST BANCORPORATION INC | 4,000 | $80,000 | 0.09% |