PRINCIPAL EXCHANGE TRADED FD's ticker is YLD and the CUSIP is 74255Y102. A total of 35 filers reported holding PRINCIPAL EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,255,808 | -1.5% | 485,859 | -0.9% | 2.46% | +0.2% |
| Q1 2024 | $9,397,597 | +1.5% | 490,480 | -0.1% | 2.46% | -2.8% |
| Q4 2023 | $9,260,279 | -4.2% | 491,001 | -8.3% | 2.53% | -7.0% |
| Q3 2023 | $9,665,721 | +28.7% | 535,497 | +30.9% | 2.72% | +14.5% |
| Q2 2023 | $7,508,084 | – | 409,044 | – | 2.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cedar Point Capital Partners, LLC | 249,749 | $4,710,262 | 3.90% |
| Systelligence, LLC | 491,001 | $9,260,279 | 2.53% |
| STRATEGIC PLANNING GROUP, LLC | 341,073 | $6,432,639 | 2.13% |
| NICOLET ADVISORY SERVICES, LLC | 751,304 | $14,088,294 | 1.52% |
| Cyndeo Wealth Partners, LLC | 811,747 | $15,309,552 | 1.42% |
| Fortress Wealth Management, Inc. | 130,766 | $2,466,245 | 1.34% |
| AJ Advisors, LLC | 105,456 | $1,988,900 | 1.22% |
| Ameritas Investment Partners, Inc. | 480,858 | $9,068,973 | 0.33% |
| PRINCIPAL SECURITIES, INC. | 235,322 | $4,438,176 | 0.16% |
| PSI Advisors, LLC | 10,484 | $197,728 | 0.07% |