PRINCIPAL EXCHANGE-TRADED FD (GENY)
Institutional ownership reported to the SEC as of Q4 2023, across 21 quarters.
1
Reporting holders
$13.7K
Reported value
0.0%
Held as options
-14
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| IFP Advisors, Inc | $13.7K | 348 | 0.00% | 8q | +0.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2023 | 1 | $13.7K | 348 | 0 | 1 | 0 | 0.0% |
| Q3 2023 | 15 | $19.5M | 480,145 | 3 | 2 | 4 | 2.0% |
| Q2 2023 | 14 | $18.0M | 419,996 | 1 | 4 | 3 | 0.0% |
| Q1 2023 | 15 | $15.5M | 362,115 | 1 | 3 | 6 | 0.0% |
| Q4 2022 | 17 | $12.4M | 323,873 | 4 | 3 | 4 | 0.0% |
| Q3 2022 | 19 | $8.7M | 256,269 | 1 | 7 | 6 | 0.0% |
| Q2 2022 | 19 | $8.9M | 227,396 | 5 | 4 | 5 | 0.0% |
| Q1 2022 | 18 | $7.9M | 161,901 | 4 | 5 | 5 | 0.0% |
| Q4 2021 | 18 | $17.0M | 295,525 | 6 | 5 | 2 | 0.0% |
| Q3 2021 | 14 | $13.1M | 239,909 | 3 | 6 | 2 | 0.0% |
| Q2 2021 | 16 | $23.8M | 357,688 | 5 | 5 | 4 | 0.0% |
| Q1 2021 | 12 | $10.9M | 177,534 | 6 | 6 | 0 | 0.0% |
| Q4 2020 | 6 | $1.9M | 32,439 | 2 | 1 | 2 | 0.0% |
| Q3 2020 | 6 | $2.6M | 52,890 | 2 | 2 | 2 | 0.0% |
| Q2 2020 | 5 | $11.3M | 263,854 | 1 | 1 | 2 | 0.0% |
| Q1 2020 | 4 | $7.7M | 239,639 | 0 | 1 | 1 | 0.0% |
| Q4 2019 | 6 | $9.4M | 225,647 | 0 | 1 | 1 | 0.0% |
| Q3 2019 | 7 | $9.7M | 255,640 | 1 | 0 | 3 | 0.0% |
| Q2 2019 | 7 | $10.0M | 260,761 | 1 | 4 | 0 | 0.0% |
| Q1 2019 | 6 | $8.4M | 225,954 | 0 | 2 | 2 | 0.0% |
| Q4 2018 | 6 | $7.5M | 240,086 | 0 | 0 | 0 | 0.0% |