PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 39 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $214,482 | -14.9% | 12,624 | -14.4% | 0.00% | 0.0% |
| Q4 2022 | $252,000 | -21.0% | 14,749 | -22.4% | 0.00% | -33.3% |
| Q3 2022 | $319,000 | -14.2% | 19,011 | -11.7% | 0.00% | 0.0% |
| Q2 2022 | $372,000 | -11.2% | 21,526 | -2.3% | 0.00% | 0.0% |
| Q1 2022 | $419,000 | +11.4% | 22,042 | +18.7% | 0.00% | +50.0% |
| Q4 2021 | $376,000 | +0.3% | 18,562 | +2.6% | 0.00% | -33.3% |
| Q3 2021 | $375,000 | +10.0% | 18,087 | +10.0% | 0.00% | 0.0% |
| Q2 2021 | $341,000 | +14.4% | 16,449 | +12.6% | 0.00% | 0.0% |
| Q1 2021 | $298,000 | -32.4% | 14,610 | -31.5% | 0.00% | -25.0% |
| Q4 2020 | $441,000 | -2.6% | 21,329 | -5.4% | 0.00% | -20.0% |
| Q3 2020 | $453,000 | +3.7% | 22,549 | +401.4% | 0.01% | 0.0% |
| Q2 2020 | $437,000 | +12.1% | 4,497 | +1.3% | 0.01% | -16.7% |
| Q1 2020 | $390,000 | -1.3% | 4,439 | +13.0% | 0.01% | +50.0% |
| Q4 2019 | $395,000 | – | 3,928 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROGCO, LP | 361,015 | $6,086,713 | 3.00% |
| INVESTMENT PARTNERS, LTD. | 127,471 | $2,149,161 | 1.13% |
| Pallas Capital Advisors LLC | 1,020,144 | $16,730,362 | 1.02% |
| PSI Advisors, LLC | 133,786 | $2,255,635 | 0.98% |
| Activest Wealth Management | 91,408 | $1,541,139 | 0.95% |
| First Citizens Financial Corp | 37,939 | $639,652 | 0.45% |
| BENJAMIN EDWARDS INC | 88,555 | $1,493 | 0.35% |
| NOTTINGHAM ADVISORS, INC. | 130,057 | $2,192,761 | 0.34% |
| Delta Investment Management, LLC | 60,563 | $1,021,092 | 0.28% |
| Community Bank, N.A. | 118,000 | $1,989,480 | 0.28% |