VALLEY NATIONAL ADVISERS INC - PRINCIPAL EXCHANGE-TRADED FD ownership

PRINCIPAL EXCHANGE-TRADED FD's ticker is BTEC and the CUSIP is 74255Y409. A total of 34 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of PRINCIPAL EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$476
-17.9%
15,808
-1.9%
0.08%
-14.4%
Q2 2023$580
+1.4%
16,116
-0.7%
0.10%
-4.0%
Q1 2023$572
+4.4%
16,228
+2.9%
0.10%
+3.1%
Q4 2022$548
-99.9%
15,773
-6.0%
0.10%
-18.3%
Q3 2022$574,000
-9.3%
16,779
-5.5%
0.12%
-10.4%
Q2 2022$633,000
-1.1%
17,749
+9.8%
0.13%
+8.9%
Q1 2022$640,000
-60.6%
16,158
-53.0%
0.12%
-59.0%
Q4 2021$1,625,000
-14.0%
34,354
-0.7%
0.30%
-12.3%
Q3 2021$1,889,000
+0.1%
34,584
+11.5%
0.34%
-0.9%
Q2 2021$1,888,000
+23.0%
31,020
+17.0%
0.34%
+15.0%
Q1 2021$1,535,00026,5240.30%
Other shareholders
PRINCIPAL EXCHANGE-TRADED FD shareholders Q2 2021
NameSharesValueWeighting ↓
FORTEM FINANCIAL GROUP, LLC 93,843$3,225,0002.23%
VALLEY NATIONAL ADVISERS INC 16,779$574,0000.12%
PSI Advisors, LLC 6,053$208,0000.11%
Elevated Capital Advisors, LLC 7,403$254,0000.10%
PRINCIPAL FINANCIAL GROUP INC 850,000$29,196,0000.02%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 5,163$177,0000.02%
MACROVIEW INVESTMENT MANAGEMENT LLC 249$9,0000.02%
Capital Investment Advisory Services, LLC 2,923$100,0000.01%
CREATIVE FINANCIAL DESIGNS INC /ADV 297$10,0000.00%
COMMONWEALTH EQUITY SERVICES, LLC 6,295$216,0000.00%
View complete list of PRINCIPAL EXCHANGE-TRADED FD shareholders