PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 72 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $19,330 | +3.7% | 1,065 | 0.0% | 0.00% | – |
| Q4 2023 | $18,648 | +3.9% | 1,065 | 0.0% | 0.00% | – |
| Q3 2023 | $17,956 | -46.1% | 1,065 | -45.8% | 0.00% | – |
| Q2 2023 | $33,324 | -0.2% | 1,966 | 0.0% | 0.00% | – |
| Q1 2023 | $33,402 | -39.3% | 1,966 | -38.9% | 0.00% | – |
| Q4 2022 | $55,026 | +1.9% | 3,216 | 0.0% | 0.00% | – |
| Q3 2022 | $54,000 | -3.6% | 3,216 | 0.0% | 0.00% | – |
| Q2 2022 | $56,000 | +19.1% | 3,216 | +29.3% | 0.00% | – |
| Q1 2022 | $47,000 | +213.3% | 2,488 | +231.7% | 0.00% | – |
| Q4 2021 | $15,000 | -6.2% | 750 | 0.0% | 0.00% | – |
| Q3 2021 | $16,000 | 0.0% | 750 | 0.0% | 0.00% | – |
| Q2 2021 | $16,000 | +6.7% | 750 | 0.0% | 0.00% | – |
| Q1 2021 | $15,000 | – | 750 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tyche Wealth Partners LLC | 541,222 | $9,823,179 | 2.40% |
| ROGCO, LP | 290,914 | $5,280,089 | 2.16% |
| Meadow Creek Wealth Advisors LLC | 139,222 | $2,526,879 | 1.76% |
| Cornerstone Wealth Group, LLC | 694,902 | $12,612,474 | 1.16% |
| PSI Advisors, LLC | 170,406 | $3,092,890 | 1.12% |
| INVESTMENT PARTNERS, LTD. | 131,264 | $2,382,442 | 1.08% |
| Pallas Capital Advisors LLC | 1,371,031 | $24,884,218 | 1.04% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 106,452 | $1,932,114 | 1.00% |
| First Citizens Financial Corp | 56,575 | $1,026,836 | 0.61% |
| Gilliland Jeter Wealth Management LLC | 82,412 | $1,495,774 | 0.52% |