PRINCIPAL EXCHANGE-TRADED FD's ticker is USMC and the CUSIP is 74255Y870. A total of 23 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,276 | +1.6% | 30 | +3.4% | 0.00% | – |
| Q2 2023 | $1,256 | -50.4% | 29 | -54.7% | 0.00% | – |
| Q1 2023 | $2,530 | +120.8% | 64 | +100.0% | 0.00% | – |
| Q4 2022 | $1,146 | +14.6% | 32 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -66.7% | 32 | -56.2% | 0.00% | – |
| Q1 2022 | $3,000 | -25.0% | 73 | -24.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 96 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 96 | -1.0% | 0.00% | – |
| Q2 2021 | $4,000 | – | 97 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Golden State Wealth Management, LLC | 140,444 | $5,663,000 | 1.23% |
| Horizon Investments, LLC | 838,192 | $33,662,000 | 0.88% |
| Segment Wealth Management, LLC | 150,461 | $6,067,000 | 0.72% |
| SHEETS SMITH WEALTH MANAGEMENT | 61,407 | $2,476,000 | 0.34% |
| NewEdge Advisors, LLC | 124,460 | $5,019,000 | 0.12% |
| PRINCIPAL FINANCIAL GROUP INC | 868,233 | $35,010,000 | 0.02% |
| Graves Light Lenhart Wealth, Inc. | 1,961 | $79,000 | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | 372,610 | $15,025,000 | 0.01% |
| LIBERTY WEALTH MANAGEMENT LLC | 573 | $23,000 | 0.01% |
| LPL Financial LLC | 146,275 | $5,898,000 | 0.01% |