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PQDIPQDI
Showing 8 of 10 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in PRINCIPAL SPECTRUM PREFERRED AND INCOME ETF

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 135,241 shares of PQDI (PRINCIPAL SPECTRUM PREFERRED AND INCOME ETF), worth $2.6M as of 2026-Q2. The position was increased (+36.7% shares). PQDI represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$2.6M

Current Shares

135,241

Total Value Change

+$142,789

Total Shares Change

+6,971

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
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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