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 10 institutions that hold shares in the stock, with a total of 2.24 Million shares, which have been reported (via 13F filing form) to have a value of $42.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
995,521
shares
|
$18.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
530,123
shares
|
$10.1 Million
0.0% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
508,096
shares
|
$9.65 Million
0.22% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
137,037
shares
|
$2.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
30,000
shares
|
$570,000
0.05% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
27,666
shares
|
$525,654
0.05% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
11,600
shares
|
$220,400
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
570
shares
|
$10,830
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$19
0.0% of portfolio
|
Q4 2023
Added 2000.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|