As of 30 Sep 2025, 8 institutional investors reported holding 3,335,728 shares of PRINCIPAL EXCHANGE TRADED FD - SPECTRUM TAX ADV (PQDI).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 219,066 | $4,301,289 | +$180,080 | $19.58 | 3 |
| 2025 Q3 | 3,335,728 | $65,516,027 | +$1,488,584 | $19.64 | 8 |
| 2025 Q2 | 3,259,892 | $62,998,214 | +$19,919,369 | $19.32 | 9 |
| 2025 Q1 | 2,229,144 | $42,417,326 | -$581,146 | $19.04 | 9 |
| 2024 Q4 | 2,259,787 | $42,913,383 | +$661,022 | $18.99 | 9 |
| 2024 Q3 | 2,224,978 | $42,951,611 | +$20,044,345 | $19.30 | 9 |
| 2024 Q2 | 1,186,968 | $22,249,791 | -$1,119,462 | $18.74 | 9 |
| 2024 Q1 | 1,247,216 | $23,267,027 | +$3,403,091 | $18.66 | 9 |
| 2023 Q4 | 1,064,735 | $19,318,900 | -$21,984 | $18.14 | 8 |
| 2023 Q3 | 1,065,267 | $18,646,430 | -$438,880 | $17.50 | 5 |
| 2023 Q2 | 1,090,340 | $19,113,658 | +$499,079 | $17.53 | 5 |
| 2023 Q1 | 1,061,870 | $2,894,971 | +$117,020 | $17.45 | 5 |
| 2022 Q4 | 1,055,137 | $19,034,233 | +$89,024 | $18.04 | 4 |
| 2022 Q3 | 1,050,357 | $18,791,000 | +$9,901 | $18.04 | 4 |
| 2022 Q2 | 1,048,719 | $19,428,000 | -$402,579 | $18.53 | 5 |
| 2022 Q1 | 1,069,934 | $21,337,000 | -$136,843 | $19.94 | 5 |
| 2021 Q4 | 1,076,192 | $22,658,000 | +$852,791 | $21.04 | 6 |
| 2021 Q3 | 1,035,686 | $22,293,000 | +$864,999 | $21.53 | 5 |
| 2021 Q2 | 995,521 | $21,533,000 | -$397,000 | $21.63 | 1 |
| 2021 Q1 | 1,014,177 | $21,599,000 | -$70,224 | $21.29 | 2 |
| 2020 Q4 | 1,017,477 | $21,875,000 | -$336,909 | $21.50 | 2 |
| 2020 Q3 | 1,033,149 | $21,436,000 | +$780,999 | $20.75 | 2 |
| 2020 Q2 | 995,521 | $20,050,000 | +$20,049,992 | $20.14 | 1 |