— Know what they know.
Not Investment Advice

PQDI

Principal Spectrum Preferred and Income ETF
1W: -0.9% 1M: -0.9% 3M: -2.1% YTD: -0.8% 1Y: +4.2% 3Y: +29.9% 5Y: +15.0%
$19.31
+0.02 (+0.10%)
 
Weekly Expected Move ±0.6%
$19 $19 $19 $19 $20
ETF AMEX · AUM $69.1M
Key Statistics
AUM$69M
Holdings20
Top 10 Wt9.4%
Volume1,810
Avg Volume6,757
Beta0.56
Portfolio Fundamentals
P/E6.3
P/B0.8
Div Yield2.64%
ROE13.9%
% Profitable20%
Inception2020-06-17
Sector Allocation
Other 89.2%
Financial Services 10.5%
Communication Services 0.7%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 ING GROEP NV JR SUBORDINA 12/99 VAR 3.55% $2.4M 2,369,000
2 CITIGROUP INC JR SUBORDINA 12/99 VAR 3.46% $2.4M 2,300,000
3 STATE STREET CORP JR SUBORDINA 12/99 VAR 3.43% $2.4M 2,300,000
4 NORDEA BANK ABP JR SUBORDINA 144A 12/99 VAR 2.78% $1.9M 1,900,000
5 BANK OF MONTREAL JR SUBORDINA 11/84 VAR 2.44% $1.7M 1,600,000
6 CREDIT AGRICOLE SA JR SUBORDINA 144A 12/99 VAR 2.40% $1.6M 1,600,000
7 BANK OF AMERICA CORP JR SUBORDINA 12/99 VAR 2.40% $1.6M 1,600,000
8 GOLDMAN SACHS GROUP INC JR SUBORDINA 12/99 VAR 2.36% $1.6M 1,618,000
9 PNC FINANCIAL SERVICES JR SUBORDINA 12/99 VAR 2.35% $1.6M 1,587,000
10 TRUIST FINANCIAL CORP JR SUBORDINA 12/99 VAR 2.32% $1.6M 1,591,000

Recent Holding Changes

Date Holding Change Details
2026-05-20 GVMXX Changed 1387721 → 882408
2026-05-18 GVMXX Changed 862934 → 1387721
2026-05-15 GVMXX Changed 164358 → 862934
2026-05-13 GVMXX Changed 664358 → 164358
2026-05-11 GVMXX Changed 1597926 → 664358

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms