Purchases and Sales Made in Q1 2025 in Prin Exch Trad Fds Prin Spectr (PQDI)
This table provides information about the institutional ownership of Prin Exch Trad Fds Prin Spectr (PQDI) during Q1 2025. The information is specifically focused on institutions that hold shares of PRIN EXCH-TRAD FDS PRIN SPECTR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.9K+ 3.08% |
$299K - $303K
|
530K
$10.1M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.6KNew |
$219K - $222K
|
11.6K
$221K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
570New |
$10.8K - $10.9K
|
570
$10.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-207- 0.15% |
$3.91K - $3.96K
|
137K
$2.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-719- 2.53% |
$13.6K - $13.7K
|
27.7K
$527K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11.5K- 98.88% |
$217K - $219K
|
130
$2.48K
|