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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,541,139 | -22.0% | 91,408 | -21.8% | 0.95% | -25.1% |
| Q1 2023 | $1,975,130 | +142.2% | 116,826 | +145.3% | 1.27% | +425.7% |
| Q4 2022 | $815,480 | +34.3% | 47,630 | +31.7% | 0.24% | +23.0% |
| Q3 2022 | $607,000 | +3.8% | 36,177 | +6.7% | 0.20% | -52.5% |
| Q2 2022 | $585,000 | +16.1% | 33,920 | +27.7% | 0.41% | +27.5% |
| Q1 2022 | $504,000 | -90.1% | 26,558 | -89.4% | 0.32% | -89.7% |
| Q4 2021 | $5,077,000 | +431.6% | 250,338 | +443.8% | 3.14% | +393.6% |
| Q3 2021 | $955,000 | +4.7% | 46,034 | +4.7% | 0.64% | +85.4% |
| Q2 2021 | $912,000 | – | 43,986 | – | 0.34% | – |
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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% |