PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 90 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,003,084 | +0.4% | 55,054 | +0.0% | 0.33% | -31.4% |
| Q1 2024 | $998,748 | -53.2% | 55,027 | -54.8% | 0.48% | -59.1% |
| Q4 2023 | $2,131,900 | +38.3% | 121,753 | +33.2% | 1.18% | +23.9% |
| 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 ↓ |
|---|---|---|---|
| Cornerstone Wealth Group, LLC | 1,021,885 | $20,724,000 | 3.55% |
| Activest Wealth Management | 250,338 | $5,077,000 | 3.14% |
| PSI Advisors, LLC | 128,630 | $2,668,000 | 1.09% |
| IBEX WEALTH ADVISORS | 157,279 | $3,190,000 | 0.56% |
| Advisory Resource Group | 76,721 | $1,524,000 | 0.51% |
| Realta Investment Advisors | 112,572 | $2,283,000 | 0.50% |
| NOTTINGHAM ADVISORS, INC. | 208,950 | $4,232,000 | 0.46% |
| BENJAMIN EDWARDS INC | 62,246 | $1,262,000 | 0.41% |
| Covington Capital Management | 517,886 | $10,503,000 | 0.36% |
| Carroll Financial Associates, Inc. | 294,117 | $5,970,000 | 0.32% |