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 11 institutions that hold shares in the stock, with a total of 2.19 Million shares, which have been reported (via 13F filing form) to have a value of $41.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
995,521
shares
|
$19 Million
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
500,170
shares
|
$9.55 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
492,419
shares
|
$9.41 Million
0.23% of portfolio
|
Q3 2024
Added 62074.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
128,270
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
30,000
shares
|
$573,000
0.05% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
27,859
shares
|
$532,106
0.05% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
10,025
shares
|
$191,477
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,329
shares
|
$25,383
0.0% of portfolio
|
Q2 2024
Added 2920.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
153
shares
|
$2,922
0.0% of portfolio
|
Q2 2024
Reduced 91.27%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1
shares
|
$19
0.0% of portfolio
|
Q4 2023
Added 2000.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|