Principal Mult-Sect Incm-InsPGDIX
13F holders, Q3 2024 (September 30)1holders
0new positions
0sold out
$12.10avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding Principal Mult-Sect Incm-Ins (PGDIX) in their 13F filings, unchanged from Q2 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 4,213 shares sold, net −4,213 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Encompass Wealth Advisors, LLC | 0.49% | Reduce -2.6% | 160,346 | $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.