PRINCIPAL EXCHANGE TRADED FD's ticker is YLD and the CUSIP is 74255Y102. A total of 2 filers reported holding PRINCIPAL EXCHANGE TRADED FD in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,978 | +115.2% | 1,550 | +142.2% | 0.00% | – |
| Q1 2022 | $13,000 | 0.0% | 640 | 0.0% | 0.00% | – |
| Q4 2021 | $13,000 | 0.0% | 640 | 0.0% | 0.00% | – |
| Q3 2021 | $13,000 | 0.0% | 640 | +100.0% | 0.00% | – |
| Q2 2021 | $13,000 | 0.0% | 320 | 0.0% | 0.00% | – |
| Q1 2021 | $13,000 | 0.0% | 320 | 0.0% | 0.00% | – |
| Q4 2020 | $13,000 | +8.3% | 320 | 0.0% | 0.00% | – |
| Q3 2020 | $12,000 | 0.0% | 320 | 0.0% | 0.00% | – |
| Q2 2020 | $12,000 | +20.0% | 320 | 0.0% | 0.00% | – |
| Q1 2020 | $10,000 | -23.1% | 320 | 0.0% | 0.00% | – |
| Q4 2019 | $13,000 | -99.6% | 320 | -99.7% | 0.00% | -100.0% |
| Q4 2015 | $3,682,000 | -1.5% | 100,000 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $3,738,000 | – | 100,000 | – | 0.00% | – |
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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% |