PQDI PRINCIPAL EXCHANGE TRADED FD
FollowSPECTRUM PREFERR (preferred)
7 managers (8 13F filers) reported a position in PQDI shares at 2025-09-30, 3,335,728 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 8
- New
- 0
- Added
- 3
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 3,335,728
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 | 2,583,170 | $50.7M | +30,479 | Timeline
| |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 517,934 | $10.2M | <0.01% | +28,495 | 13F-HRTimelineGroup |
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 179,323 | $3.51M | 0.01% | +20,098 | 13F-HRTimeline |
| HARBOR INVESTMENT ADVISORY, LLC | 30,000 | $589K | 0.05% | 0 | 13F-HRTimeline |
| Capital Investment Advisory Services, L… | 24,730 | $486K | 0.04% | -1,944 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 570 | $11.2K | <0.01% | 0 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $35 | <0.01% | 0 | 13F-HR/ATimelineGroup |