Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / SPECTRUM PREFERR
-
Total 13F shares
-
2,229,144
-
Share change
-
-30,644
-
Total reported value
-
$42,417,326
-
Price per share
-
$19.04
-
Number of holders
-
9
-
Value change
-
-$581,146
-
Number of buys
-
3
-
Number of sells
-
5
Institutional Holders of PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PREFERR (PQDI) as of Q1 2025
As of 31 Mar 2025,
PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PREFERR (PQDI) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,229,144 shares.
The largest 9 holders included
PRINCIPAL FINANCIAL GROUP INC, ENVESTNET ASSET MANAGEMENT INC, PRINCIPAL SECURITIES, INC., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, HARBOR INVESTMENT ADVISORY, LLC, Capital Investment Advisory Services, LLC, CoreCap Advisors, LLC, JONES FINANCIAL COMPANIES LLLP, and MORGAN STANLEY.
This page lists
9
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.