PQDI PRINCIPAL EXCHANGE TRADED FD
FollowSPECTRUM PREFERR (preferred)
10 managers (11 13F filers) reported a position in PQDI shares at 2025-06-30, 3,259,893 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 10
- 13F filers
- 11
- New
- 2
- Added
- 2
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 3,259,893
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding | 2,552,691 | $49.3M | +1,049,074 | Timeline
| |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 489,439 | $9.46M | <0.01% | -40,684 | 13F-HRTimelineGroup |
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 159,225 | $3.08M | 0.01% | +22,188 | 13F-HRTimeline |
| HARBOR INVESTMENT ADVISORY, LLC | 30,000 | $580K | 0.05% | 0 | 13F-HRTimeline |
| Capital Investment Advisory Services, L… | 26,674 | $515K | 0.04% | -992 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 1,160 | $22.4K | <0.01% | new | 13F-HRTimelineGroup |
| CoreCap Advisors, LLC | 570 | $11K | <0.01% | 0 | 13F-HRTimeline |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 133 | $2.57K | <0.01% | new | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $31 | <0.01% | 0 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |