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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,320,560 | -0.5% | 78,325 | 0.0% | 0.02% | +5.0% |
| Q2 2023 | $1,327,609 | +14.3% | 78,325 | +14.5% | 0.02% | +5.3% |
| Q1 2023 | $1,161,776 | +90381.0% | 68,380 | -8.9% | 0.02% | -5.0% |
| Q4 2022 | $1,284 | -99.8% | 75,047 | +63.7% | 0.02% | +53.8% |
| Q3 2022 | $769,000 | -2.9% | 45,843 | -0.0% | 0.01% | +8.3% |
| Q2 2022 | $792,000 | -8.5% | 45,864 | +0.6% | 0.01% | +9.1% |
| Q1 2022 | $866,000 | +2606.2% | 45,610 | +2831.2% | 0.01% | – |
| Q4 2021 | $32,000 | – | 1,556 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PSI Advisors, LLC | 132,488 | $2,223,000 | 1.17% |
| IBEX WEALTH ADVISORS | 153,730 | $2,580,000 | 0.67% |
| NOTTINGHAM ADVISORS, INC. | 245,738 | $4,126,000 | 0.60% |
| BENJAMIN EDWARDS INC | 93,926 | $1,576,000 | 0.47% |
| Willis Johnson & Associates, Inc. | 186,384 | $3,128,000 | 0.46% |
| Advisory Resource Group | 79,547 | $1,335,000 | 0.44% |
| Covington Capital Management | 604,728 | $10,147,000 | 0.44% |
| Realta Investment Advisors | 78,292 | $1,314,000 | 0.34% |
| Community Bank, N.A. | 131,990 | $2,213,000 | 0.34% |
| Mechanics Financial Corp | 21,903 | $368,000 | 0.24% |