PRINCIPAL EXCHANGE-TRADED FD's ticker is USMC and the CUSIP is 74255Y870. A total of 33 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,685,263 | +0.9% | 109,366 | +2.8% | 0.00% | 0.0% |
Q2 2023 | $4,644,952 | +17.0% | 106,389 | +6.6% | 0.00% | 0.0% |
Q1 2023 | $3,971,191 | +6.4% | 99,765 | -3.6% | 0.00% | 0.0% |
Q4 2022 | $3,731,128 | +7.6% | 103,470 | +0.8% | 0.00% | 0.0% |
Q3 2022 | $3,466,000 | -7.9% | 102,645 | -0.2% | 0.00% | 0.0% |
Q2 2022 | $3,763,000 | -19.6% | 102,827 | -6.2% | 0.00% | 0.0% |
Q1 2022 | $4,679,000 | -5.0% | 109,660 | -1.4% | 0.00% | 0.0% |
Q4 2021 | $4,926,000 | -41.3% | 111,206 | -46.5% | 0.00% | -50.0% |
Q3 2021 | $8,387,000 | -0.3% | 207,981 | -1.8% | 0.00% | 0.0% |
Q2 2021 | $8,411,000 | +1.7% | 211,760 | -5.4% | 0.00% | 0.0% |
Q1 2021 | $8,267,000 | +1.8% | 223,944 | -1.6% | 0.00% | 0.0% |
Q4 2020 | $8,121,000 | -3.4% | 227,666 | -10.6% | 0.00% | 0.0% |
Q3 2020 | $8,407,000 | +10.8% | 254,687 | +0.9% | 0.00% | 0.0% |
Q2 2020 | $7,589,000 | +89.7% | 252,533 | +63.6% | 0.00% | +100.0% |
Q1 2020 | $4,000,000 | -19.4% | 154,327 | -2.7% | 0.00% | 0.0% |
Q4 2019 | $4,965,000 | +40.8% | 158,636 | +32.2% | 0.00% | 0.0% |
Q3 2019 | $3,526,000 | +621.1% | 120,014 | +613.4% | 0.00% | – |
Q2 2019 | $489,000 | – | 16,823 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Fulcrum Equity Management | 20,809 | $891,458 | 1.04% |
PRINCIPAL FINANCIAL GROUP INC | 27,684,799 | $1,186,196,655 | 0.85% |
Segment Wealth Management, LLC | 151,438 | $6,487,604 | 0.66% |
Jackson Wealth Management, LLC | 82,305 | $3,526,000 | 0.50% |
Kraft, Davis & Associates, LLC | 11,973 | $506,997 | 0.19% |
Legacy Capital Group California, Inc. | 8,109 | $347,390 | 0.15% |
NewEdge Advisors, LLC | 274,534 | $11,761,036 | 0.13% |
Laidlaw Wealth Management LLC | 7,275 | $311,661 | 0.10% |
One Capital Management, LLC | 36,984 | $1,584,394 | 0.07% |
ENVESTNET ASSET MANAGEMENT INC | 1,474,919 | $63,185,541 | 0.03% |