PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 63 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Advisory Resource Group | 212,270 | $4,262,000 | 2.50% |
| IBEX WEALTH ADVISORS | 202,808 | $4,072,000 | 1.18% |
| PSI Advisors, LLC | 53,897 | $1,082,000 | 0.83% |
| BENJAMIN EDWARDS INC | 43,202 | $867,000 | 0.72% |
| NOTTINGHAM ADVISORS, INC. | 211,431 | $4,246,000 | 0.55% |
| Community Bank, N.A. | 90,780 | $1,822,000 | 0.28% |
| XML Financial, LLC | 25,438 | $511,000 | 0.16% |
| Carroll Financial Associates, Inc. | 96,094 | $1,929,000 | 0.15% |
| TBH Global Asset Management, LLC | 18,603 | $374,000 | 0.13% |
| WEST BANCORPORATION INC | 4,000 | $80,000 | 0.09% |