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Principal Exchange Traded FD

CUSIP: 74255Y409 | 71 institutional holders

Quarters

Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q2 2024

Citadel Advisors LLC19,556
0.0% of portfolio›$712.8K
Raymond James Financial Services Advisors, Inc.11,297
0.0% of portfolio›$411.8K
Susquehanna International Group, LLP10,360
0.0% of portfolio›$377.6K
Morgan Stanley8,372
0.0% of portfolio›$305.2K
Principal Securities, Inc.6,563
0.0% of portfolio›$239.2K
LPL Financial LLC6,174
0.0% of portfolio›$225.0K
PSI Advisors, LLC4,908
0.1% of portfolio›$178.9K
Proequities, Inc.3,465
0.0% of portfolio›$126.3K
Capital Investment Advisory Services, LLC3,057
0.0% of portfolio›$111.4K
Osaic Holdings, Inc.2,859
0.0% of portfolio›$104.2K
Richard W. Paul & Associates, LLC1,037
0.0% of portfolio›$37.8K
Royal Bank of Canada986
0.0% of portfolio›$36.0K
UBS Group AG226
0.0% of portfolio›$8.2K
CWM, LLC165
0.0% of portfolio›$6
Coppell Advisory Solutions LLC123
0.0% of portfolio›$4.5K
Global Retirement Partners, LLC68
0.0% of portfolio›$2.5K
Larson Financial Group LLC38
0.0% of portfolio›$1.4K
Atlantic Trust Group, LLC11
0.0% of portfolio›$406
Tower Research Capital LLC (TRC)3
0.0% of portfolio›$109
Wells Fargo & Company1
0.0% of portfolio›$30
StyleTurnoverLocationFiled
Citadel Advisors LLC
19,556$712.8K0.0%CoreVery HighMiami, FL2024-08-14
Raymond James Financial Services Advisors, Inc.
11,297$411.8K0.0%GrowthVery LowSt. Petersburg, FL2024-07-19
Susquehanna International Group, LLP
10,360$377.6K0.0%GrowthHighBala Cynwyd, PA2024-08-15
Morgan Stanley
8,372$305.2K0.0%CoreLowNew York, NY2025-05-14
Principal Securities, Inc.
6,563$239.2K0.0%ETFLowDes Moines, IA2024-07-31
LPL Financial LLC
6,174$225.0K0.0%IndexVery LowFort Mill, SC2024-08-07
PSI Advisors, LLC
4,908$178.9K0.1%ETFLowTampa, FL2024-07-23
Proequities, Inc.
3,465$126.3K0.0%GrowthVery LowBirmingham, AL2024-07-23
Capital Investment Advisory Services, LLC
3,057$111.4K0.0%CoreMediumRaleigh, NC2024-08-14
Osaic Holdings, Inc.
2,859$104.2K0.0%IndexLowScottsdale, AZ2024-08-13
Richard W. Paul & Associates, LLC
1,037$37.8K0.0%ETFMediumNovi, MI2024-07-23
Royal Bank of Canada
986$36.0K0.0%CoreLowToronto, Australia2024-11-06
UBS Group AG
226$8.2K0.0%CoreMediumZurich, Switzerland2024-08-14
CWM, LLC
165$60.0%GrowthVery LowOmaha, NE2024-07-10
Coppell Advisory Solutions LLC
123$4.5K0.0%ETFMediumCoppell, TX2024-08-15
Global Retirement Partners, LLC
68$2.5K0.0%CoreLowSan Rafael, CA2024-07-23
Larson Financial Group LLC
38$1.4K0.0%GrowthLowSt Louis, MO2024-08-02
Atlantic Trust Group, LLC
11$4060.0%N/AN/AAtlanta, 2Q2024-08-09
Tower Research Capital LLC (TRC)
3$1090.0%GARPVery HighNew York, NY2024-08-13
Wells Fargo & Company
1$300.0%CoreLowSan Francisco, CA2024-08-13