Principal SP & Inc. ETF-USPQDIETF
13F holders, Q2 2024 (June 30)9holders −1
3new positions
4sold out
$18.75avg. 13F price*
At the end of Q2 2024, 9 institutions reported holding Principal SP & Inc. ETF-US Inc. (PQDI) in their 13F filings, down 1 from Q1 2024. 3 opened new positions and 4 sold out. The largest holders were Principal Financial Group Inc. ($18.7M), Wealth Enhancement Advisory Services, LLC ($2.4M) and Capital Investment Advisory Services, LLC ($495K).
- Company
- Principal SP & Inc. ETF-US Inc.
- CUSIP
- 74255Y763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $657K |
| Exits | 4 | $1.9M |
All 13F filers, Q1 2024 → Q2 2024: 38,544 shares bought and 111,007 shares sold, net −72,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Principal Financial Group Inc. | 0.01% | No change | 995,521 | $18.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.8% | 127,746 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.05% | Add +9.2% | 26,401 | $495K |
| Harbor Investment Advisory, LLC | 0.05% | New | 25,000 | $469K |
| Royal Bank of Canada | 0.00% | New | 10,025 | $188K |
| UBS Group AG | 0.00% | Add +2920.4% | 1,329 | $25K |
| Principal Securities, Inc. | 0.00% | No change | 792 | $15K |
| Osaic Holdings, Inc. | 0.00% | Reduce -91.3% | 153 | $3K |
| Morgan Stanley | 0.00% | New | 1 | $29 |
"% of holder's portfolio" is PQDI's weight in each manager's 13F, not the share of Principal SP & Inc. ETF-US Inc. the manager owns.