Latest Period
Q1 2026
Security Snapshot
PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PREFERR (PQDI) Institutional Ownership
CUSIP: 74255Y763
13F Institutional Holders and Ownership History from Q2 2020 to Q1 2026
Institutions Reporting
13
Shares (Excl. Options)
3,874,323
Price
$19.27
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- Type / Class
- Equity / SPECTRUM PREFERR
- Symbol
- PQDI
- Price per share
- $19.50
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 3,874,323
- Total reported value
- $74,639,777
- % of total 13F portfolios
- 0%
- Share change
- +46,892
- Value change
- +$905,169
- Number of holders
- 13
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- PQDI - PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PREFERR is tracked under CUSIP 74255Y763.
- 13 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 12 to 13 between Q4 2025 and Q1 2026.
- Reported value moved from $74,935,080 to $74,639,777.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 13 institutions filings for Q1 2026.
Security key
74255Y763
Latest holder period
Q1 2026
13F holders
13
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 74255Y763:
As of 31 Mar 2026, 13 institutional investors reported holding 3,874,323 shares of PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PREFERR (PQDI).
Institutional Holders of PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PREFERR (PQDI) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 3,874,323 | $74,639,777 | +$905,169 | $19.27 | 13 |
| 2025 Q4 | 3,827,430 | $74,935,080 | +$9,625,683 | $19.58 | 12 |
| 2025 Q3 | 3,335,727 | $65,515,992 | +$1,488,583 | $19.64 | 7 |
| 2025 Q2 | 3,259,892 | $62,998,214 | +$19,919,368 | $19.32 | 9 |
| 2025 Q1 | 2,229,144 | $42,417,326 | -$581,146 | $19.04 | 9 |
| 2024 Q4 | 2,259,787 | $42,913,335 | +$661,023 | $18.99 | 9 |
| 2024 Q3 | 2,224,978 | $42,951,611 | +$20,044,329 | $19.30 | 9 |
| 2024 Q2 | 1,186,967 | $22,249,762 | -$1,347,380 | $18.74 | 8 |
| 2024 Q1 | 1,259,431 | $23,494,917 | +$3,249,260 | $18.66 | 10 |
| 2023 Q4 | 1,085,175 | $19,689,068 | -$44,655 | $18.14 | 9 |
| 2023 Q3 | 1,086,980 | $19,026,494 | -$818,943 | $17.50 | 6 |
| 2023 Q2 | 1,133,766 | $19,874,916 | +$871,977 | $17.53 | 6 |
| 2023 Q1 | 1,084,024 | $3,281,558 | +$503,606 | $17.45 | 6 |
| 2022 Q4 | 1,055,137 | $19,034,233 | +$89,024 | $18.04 | 4 |
| 2022 Q3 | 1,050,357 | $18,791,000 | +$9,902 | $18.04 | 4 |
| 2022 Q2 | 1,048,719 | $19,428,000 | -$393,835 | $18.53 | 5 |
| 2022 Q1 | 1,069,934 | $21,337,000 | -$135,886 | $19.94 | 5 |
| 2021 Q4 | 1,076,192 | $22,658,000 | +$852,790 | $21.04 | 6 |
| 2021 Q3 | 1,035,686 | $22,293,000 | +$865,000 | $21.53 | 5 |
| 2021 Q2 | 995,521 | $21,533,000 | -$397,000 | $21.63 | 1 |
| 2021 Q1 | 1,014,177 | $21,599,000 | -$70,224 | $21.29 | 2 |
| 2020 Q4 | 1,017,477 | $21,875,000 | -$336,909 | $21.50 | 2 |
| 2020 Q3 | 1,033,149 | $21,436,000 | +$781,000 | $20.75 | 2 |
| 2020 Q2 | 995,521 | $20,050,000 | +$20,050,000 | $20.14 | 1 |