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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,350,572 | +0.3% | 139,417 | +0.8% | 0.00% | 0.0% |
| Q2 2023 | $2,344,511 | -9.7% | 138,319 | -9.5% | 0.00% | 0.0% |
| Q1 2023 | $2,597,131 | -22.0% | 152,862 | -21.5% | 0.00% | -33.3% |
| Q4 2022 | $3,330,469 | -9.7% | 194,650 | -11.4% | 0.01% | -14.3% |
| Q3 2022 | $3,687,000 | -15.9% | 219,721 | -13.5% | 0.01% | -12.5% |
| Q2 2022 | $4,383,000 | -38.9% | 253,948 | -32.8% | 0.01% | -27.3% |
| Q1 2022 | $7,173,000 | +67.8% | 377,702 | +79.2% | 0.01% | +57.1% |
| Q4 2021 | $4,275,000 | -39.1% | 210,777 | -37.8% | 0.01% | -41.7% |
| Q3 2021 | $7,025,000 | +11.8% | 338,709 | +11.7% | 0.01% | +20.0% |
| Q2 2021 | $6,285,000 | +6.6% | 303,236 | +4.8% | 0.01% | 0.0% |
| Q1 2021 | $5,897,000 | +15.1% | 289,360 | +16.8% | 0.01% | 0.0% |
| Q4 2020 | $5,122,000 | +97.8% | 247,643 | +92.0% | 0.01% | +66.7% |
| Q3 2020 | $2,590,000 | +140.3% | 128,989 | +1062.4% | 0.01% | +200.0% |
| Q2 2020 | $1,078,000 | +184.4% | 11,097 | +156.6% | 0.00% | +100.0% |
| Q1 2020 | $379,000 | +56.0% | 4,324 | +79.0% | 0.00% | – |
| Q4 2019 | $243,000 | – | 2,415 | – | 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% |