Principal Mult-Sect Incm-InsPGDIX
13F holders, Q2 2024 (June 30)1holders
0new positions
0sold out
$11.76avg. 13F price*
At the end of Q2 2024, 1 institutions reported holding Principal Mult-Sect Incm-Ins (PGDIX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holder was Encompass Wealth Advisors, LLC ($1.9M).
- Company
- Principal Mult-Sect Incm-Ins
- CUSIP
- 74254V232
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 1,948 shares sold, net −1,948 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Encompass Wealth Advisors, LLC | 0.52% | Reduce -1.2% | 164,559 | $1.9M |
"% of holder's portfolio" is PGDIX's weight in each manager's 13F, not the share of Principal Mult-Sect Incm-Ins the manager owns.