PQDI Institutional Ownership
Principal Spectrum Preferred and Income ETF
1W: -1.1%
1M: -2.6%
3M: -4.3%
YTD: -4.3%
1Y: -4.1%
3Y: +19.2%
5Y: +7.6%
$18.61
+0.06 (+0.30%)
Weekly Expected Move ±0.6%
$18
$18
$19
$19
$19
Overview
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Institutional Ownership — PQDI
14
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
76M
Total Invested
1
New Positions
5
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PRINCIPAL FINANCIAL GROUP INC | 2,067,332 | $38M | — | +0.0% | 25Q | SEC ↗ |
| 2 | PRINCIPAL SECURITIES, INC. | 813,521 | $15M | +7,536 | +0.9% | 11Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 808,638 | $15M | +14,356 | +1.8% | 8Q | SEC ↗ |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 135,241 | $3M | +36,335 | +36.7% | 10Q | SEC ↗ |
| 5 | HARBOR INVESTMENT ADVISORY, LLC | 31,447 | $585K | — | +0.0% | 9Q | SEC ↗ |
| 6 | Capital Investment Advisory Services, | 24,980 | $465K | — | +0.0% | 14Q | SEC ↗ |
| 7 | JANE STREET GROUP, LLC | 15,393 | $286K | -17,386 | -53.0% | 3Q | SEC ↗ |
| 8 | Cambridge Investment Research Advisors | 15,075 | $281K | — | +0.0% | 3Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 2,594 | $48K | +38 | +1.5% | 3Q | SEC ↗ |
| 10 | CoreCap Advisors, LLC | 885 | $16K | — | +0.0% | 6Q | SEC ↗ |
| 11 | Farther Finance Advisors, LLC NEW | 283 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 12 | MORGAN STANLEY | 167 | $3K | +166 | +16600.0% | 9Q | SEC ↗ |
| 13 | ASSETMARK, INC | 44 | $1K | -44 | -50.0% | 3Q | SEC ↗ |
| 14 | UBS Group AG | 0 | $0K | -7 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Farther Finance Advisors, LLC | 283 | $5K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| UBS Group AG | 7 | $0K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | +36,335 | +36.7% | 135,241 |
| ENVESTNET ASSET MANAGEMENT INC | +14,356 | +1.8% | 808,638 |
| PRINCIPAL SECURITIES, INC. | +7,536 | +0.9% | 813,521 |
| MORGAN STANLEY | +166 | +16600.0% | 167 |
| OSAIC HOLDINGS, INC. | +38 | +1.5% | 2,594 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -17,386 | -53.0% | 15,393 |
| ASSETMARK, INC | -44 | -50.0% | 44 |