Principal Spectrum Tax-Advantaged Dividend Active ETF (PQDI) Institutional Ownership $19.36 +0.03 (+0.16%) Closing price 08/7/2025 04:10 PM EasternExtended Trading$19.36 0.00 (-0.03%) As of 08/7/2025 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Principal Spectrum Tax-Advantaged Dividend Active ETF (NYSEARCA:PQDI)Number ofInstitutional Buyers(last 12 months)5TotalInstitutional Inflows(last 12 months)$11.60MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$997.46K Get PQDI Insider Trade Alerts Want to know when executives and insiders are buying or selling Principal Spectrum Tax-Advantaged Dividend Active ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data PQDI Institutional Buying and Selling by Quarter Principal Spectrum Tax-Advantaged Dividend Active ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/1/2025 Envestnet Asset Management Inc.489,439$9.46M0.0%-7.7%16.047% 7/10/2025 Wealth Enhancement Advisory Services LLC159,225$3.08M0.0%+16.2%5.308% 4/29/2025 Envestnet Asset Management Inc.530,123$10.09M0.0%+3.1%27.901% 4/29/2025Capital Investment Advisory Services LLC27,666$527K0.0%-2.5%1.456% 3/17/2025 Wealth Enhancement Advisory Services LLC137,244$2.61M0.0%+7.0%7.223% 2/17/2025Citadel Advisors LLC18,003$342K0.0%-36.6%1.385% 2/14/2025Jane Street Group LLC28,112$534K0.0%+26.7%2.162% 2/13/2025 Envestnet Asset Management Inc.514,273$9.77M0.0%+2.8%39.559% 1/30/2025Principal Securities Inc.508,096$9.65M0.2%+3.2%39.084% 11/15/2024Jane Street Group LLC22,191$428K0.0%N/A1.707% Get the Latest News and Ratings for PQDI and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Principal Spectrum Tax-Advantaged Dividend Active ETF and its competitors with MarketBeat's FREE daily newsletter. 10/28/2024Principal Securities Inc.492,419$9.51M0.2%+62,074.1%37.878% 10/24/2024 Wealth Enhancement Advisory Services LLC128,270$2.48M0.0%+0.4%9.867% 10/5/2024 Harbor Investment Advisory LLC30,000$579K0.1%+20.0%2.308% 7/16/2024 Wealth Enhancement Advisory Services LLC127,746$2.40M0.0%-4.8%9.827% 4/25/2024Capital Investment Advisory Services LLC24,168$451K0.0%-5.7%1.859% 4/16/2024 Wealth Enhancement Advisory Services LLC134,209$2.50M0.0%N/A10.324% 2/1/2024Capital Investment Advisory Services LLC25,627$465K0.0%+34.7%2.228% 11/2/2023Capital Investment Advisory Services LLC19,030$333K0.0%+11.0%1.655% 11/1/2023Orion Portfolio Solutions LLC21,713$380K0.0%-50.0%1.888% 7/28/2023Capital Investment Advisory Services LLC17,140$300K0.0%+25.8%1.490% 4/21/2023Capital Investment Advisory Services LLC13,620$238K0.0%N/A1.184% 7/18/2022Brinker Capital Investments LLC30,440$564K0.0%+139.3%2.647% 2/8/2022Brinker Capital Investments LLC10,891$229K0.0%+7.6%0.947% 11/8/2021Brinker Capital Investments LLC10,126$218K0.0%N/A0.921% 11/5/2021Advisor Group Holdings Inc.1,139$25K0.0%N/A0.104% (Data available from 1/1/2016 forward) PQDI Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of PQDI shares? During the previous two years, the following institutional investors and hedge funds held shares of Principal Spectrum Tax-Advantaged Dividend Active ETF shares: Principal Securities Inc. ($9.65M), Envestnet Asset Management Inc. ($9.46M), Wealth Enhancement Advisory Services LLC ($3.08M), Harbor Investment Advisory LLC ($579K), Jane Street Group LLC ($534K), Capital Investment Advisory Services LLC ($527K), and Orion Portfolio Solutions LLC ($380K).Learn more on Principal Spectrum Tax-Advantaged Dividend Active ETF's institutional investors. Which institutional investors have been buying Principal Spectrum Tax-Advantaged Dividend Active ETF's stock? The following institutional investors have purchased Principal Spectrum Tax-Advantaged Dividend Active ETF's stock in the last 24 months: Principal Securities Inc. ($507.30K), Wealth Enhancement Advisory Services LLC ($165.90K), Envestnet Asset Management Inc. ($29.95K), Jane Street Group LLC ($28.11K), Capital Investment Advisory Services LLC ($8.49K), and Harbor Investment Advisory LLC ($5K). How much institutional buying is happening at Principal Spectrum Tax-Advantaged Dividend Active ETF? Institutional investors have bought a total of 602,055 shares in the last 24 months. This purchase volume represents approximately $11.60M in transactions. Which of Principal Spectrum Tax-Advantaged Dividend Active ETF's major shareholders have been selling company stock? The following institutional investors have sold Principal Spectrum Tax-Advantaged Dividend Active ETF stock in the last 24 months: Envestnet Asset Management Inc. ($40.68K), Citadel Advisors LLC ($10.39K), and Capital Investment Advisory Services LLC ($719.00). How much institutional selling is happening at Principal Spectrum Tax-Advantaged Dividend Active ETF? Institutional investors have sold a total of 51,795 shares in the last 24 months. This volume of shares sold represents approximately $997.46K in transactions. Related Companies Virtus Private Credit Strategy ETF Institutional Ownership AXS Astoria Inflation Sensitive ETF Institutional Ownership Cabana Target Drawdown 7 ETF Institutional Ownership First Trust Income Opportunities ETF Institutional Ownership SPDR SSgA Income Allocation ETF Institutional Ownership Leuthold Core ETF Institutional Ownership iShares LifePath Target Date 2035 ETF Institutional Ownership iShares LifePath Target Date 2040 ETF Institutional Ownership Global X Alternative Income ETF Institutional Ownership iShares LifePath Target Date 2045 ETF Institutional Ownership This page (NYSEARCA:PQDI) was last updated on 8/8/2025 by MarketBeat.com Staff From Our PartnersProtect Your Bank Account with THESE 4 Simple StepsStarting as soon as a few months from now, the United States government will make a sweeping change to bank ac...Weiss Ratings | SponsoredHIDDEN IN THE BOOK OF GENESIS…“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...Paradigm Press | SponsoredBREAKING: The House just passed 3 pro-crypto bills!THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here. Crypto 101 Media | SponsoredGENIUS Act: Cancel Your Money?A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...Priority Gold | SponsoredTrump set to Boost Social Security Checks by 400%?If you're collecting or planning to collect social security... You should see this presentation about Presi...InvestorPlace | SponsoredIs Elon's empire crumbling?The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...Brownstone Research | SponsoredCritical AI announcement set to ignite AI 2.0 A new 100% tariff on imported chips just rattled the tech sector—sending some stocks soaring and others tumbli...Timothy Sykes | SponsoredTrump’s new nightmareAccording to Porter Stansberry and Jeff Brown, a government-led financial mobilization is already reshaping Am...Porter & Company | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Principal Spectrum Tax-Advantaged Dividend Active ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Principal Spectrum Tax-Advantaged Dividend Active ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Free PQDI Stock Alerts