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PQDIPQDI
Showing 9 of 11 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in PRINCIPAL EXCHANGE TRADED FD

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 170,336 shares of PQDI (PRINCIPAL EXCHANGE TRADED FD), worth $3.2M as of 2026-Q3. The position was increased (+25.9% shares). PQDI represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$3.2M

Current Shares

170,336

Total Value Change

+$692,958

Total Shares Change

+42,066

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
170,336
+25.9%
$3.2M0.0%$18.59
33
2026-Q2
Increased
135,241
+36.7%
$2.6M0.0%$19.31
34
2026-Q1
Decreased
98,906
-47.0%
$1.9M0.0%$18.79
0
2025-Q4
Increased
186,734
+4.1%
$3.7M0.0%$18.92
28
2025-Q3
Increased
179,323
+12.6%
$3.5M0.0%$18.65
30
2025-Q2
Increased
159,225
+16.2%
$3.1M0.0%$18.12
31
2025-Q1
Decreased
137,037
-0.1%
$2.6M0.0%$17.64
0
2024-Q4
Increased
137,244
+7.0%
$2.6M0.0%$17.44
28
2024-Q3
Increased
128,270
+0.4%
$2.5M0.0%$17.43
26

Other major holders of PQDI: PRINCIPAL FINANCIAL GROUP INC

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