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Principal Exchange Traded FD
Q2 2023 vs Q3 2023
Comparing institutional holders between quarters
Quarters
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
All
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Detailed
Historical
Funds
Options
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
0
Increased
1
Decreased
0
Unchanged
0
No Data
Sort by
Q3 2023 shares — high to low
Q3 2023 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q3 2023 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Amplius Wealth Advisors, LLC
DECREASED
Shares
56,146
from 62,996
Change
-6,850
(-11%)
Value
$1.6M
(-$198.9K)
Filed 2023-10-17
Institution
Status
Q3 2023 ↓
Q2 2023
Change
% Change
Q2 2023 Value
Q3 2023 Value
Value Change
Filed
Amplius Wealth Advisors, LLC
DECREASED
56,146
62,996
-6,850
-11%
$1.8M
$1.6M
-$198.9K
2023-10-17
Showing 1 of 1 institutions