PRINCIPAL EXCHANGE-TRADED FD's ticker is USMC and the CUSIP is 74255Y870. A total of 29 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76,983 | -1.9% | 1,797 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $78,457 | +9.7% | 1,797 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $71,530 | -10.3% | 1,797 | -18.4% | 0.01% | 0.0% |
| Q4 2022 | $79,711 | +7.7% | 2,202 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $74,000 | -8.6% | 2,202 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $81,000 | -13.8% | 2,202 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $94,000 | -4.1% | 2,202 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $98,000 | +10.1% | 2,202 | 0.0% | 0.01% | +20.0% |
| Q3 2021 | $89,000 | -11.0% | 2,202 | -12.8% | 0.01% | -16.7% |
| Q2 2021 | $100,000 | +7.5% | 2,526 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $93,000 | +3.3% | 2,526 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $90,000 | +23.3% | 2,526 | +13.8% | 0.01% | +16.7% |
| Q3 2020 | $73,000 | +92.1% | 2,220 | +77.3% | 0.01% | +50.0% |
| Q2 2020 | $38,000 | – | 1,252 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | – | 0 | – | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 49 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | – | 49 | – | 0.00% | – |
| Q3 2018 | $0 | – | 0 | – | 0.00% | – |
Download | ||||||
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% |