Institutional Ownership Prin Exch Trad Fds Prin Spectr (PQDI)
This table provides information about the institutional ownership of Prin Exch Trad Fds Prin Spectr (PQDI). We have compiled data on the 12 institutions that hold shares in the stock, with a total of 3.26 Million shares, which have been reported (via 13F filing form) to have a value of $63.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
2,067,332
shares
|
$40.1 Million
0.02% of portfolio
|
Q2 2025
Added 107.66%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
489,439
shares
|
$9.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
485,359
shares
|
$9.41 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
159,225
shares
|
$3.09 Million
0.01% of portfolio
|
Q2 2025
Added 16.19%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
30,000
shares
|
$581,400
0.04% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
26,674
shares
|
$516,942
0.05% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,160
shares
|
$22,480
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
570
shares
|
$11,046
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
153
shares
|
$2,965
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
133
shares
|
$2,577
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$19
0.0% of portfolio
|
Q4 2023
Added 2000.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|