Amplius Wealth Advisors, LLC - PRINCIPAL EXCHANGE TRADED FD ownership

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PRINCIPAL EXCHANGE TRADED FD's ticker is PVAL and the CUSIP is 74255Y862. A total of 1 filers reported holding PRINCIPAL EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
Amplius Wealth Advisors, LLC ownership history of PRINCIPAL EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$1,643,274
-10.8%
56,146
-10.9%
0.22%
-11.3%
Q2 2023$1,842,191
+14.6%
62,996
+8.7%
0.25%
+7.4%
Q1 2023$1,608,032
+37.7%
57,936
+34.0%
0.23%
+24.2%
Q4 2022$1,168,201–43,234–0.19%–
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Other shareholders
PRINCIPAL EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
PRINCIPAL FINANCIAL GROUP INC 119,905$3,420,0000.00%
Advisor Group, Inc. 10,165$290,0000.00%
UBS Group AG 10$00.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
View complete list of PRINCIPAL EXCHANGE TRADED FD shareholders