PRINCIPAL SPECTRUM PREFERRED AND INCOME ETF

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PQDI·74255Y763·US·ETF·Unknown - Unknown

PQDI (PRINCIPAL SPECTRUM PREFERRED AND INCOME ETF) is held by 8 institutional investors as of Q2 2026. Largest holders: PRINCIPAL FINANCIAL GROUP INC ($40.3M), ENVESTNET ASSET MANAGEMENT INC ($15.8M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($2.6M). Net institutional sentiment: Mixed.

8

Holders

(1 Elite)

$59.1M

Total Value

63% (8)

Consensus

5 buying - 3 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)37

Insider (Form 4)66

Activist (13D/13G)50

Congressional (STOCK Act)51

Holder Quality

83

★★★★★

Elite

27

★★★★

Strong

11

★★★

Solid

49

★★

Below

60

★

Weak

Held by 8 funds

1 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for PQDI.

Top Holders

Top Holders (8)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
PRINCIPAL FINANCIAL GROUP INC	Unchanged	2.1M	$40.3M	0.0%	+17.34%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	808,638(+1.8%)	$15.8M	0.0%	+6.99%	29
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	135,241(+36.7%)	$2.6M	0.0%	+9.24%	34
JANE STREET GROUP, LLC	Decreased	15,393(-53.0%)	$300,240	0.0%	+1.89%	0
OSAIC HOLDINGS, INC.	Increased	2,594(+1.5%)	$50,619	0.0%	+1.84%	21
Farther Finance Advisors, LLC	New	283	$5,520	0.0%	-0.19%	24
MORGAN STANLEY	Increased	167(+166x)	$3,276	0.0%	-0.11%	15
ASSETMARK, INC	Decreased	44(-50.0%)	$858	0.0%	+1.86%	0
UBS Group AG	Exited	0(-100.0%)	$135	0.0%	+2.05%	0

PQDIPRINCIPAL SPECTRUM PREFERRED AND INCOME ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer