Benjamin Edwards Inc’s Principal Spectrum Preferred and Income ETF PQDI Stock Holding History

Benjamin Edwards Inc’s Portfolio PQDI Stock Details PQDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.73M	Buy	+145,962	New	+$2.8M	0.02%	495

Other funds holding PQDI

Spectrum Asset Management (Connecticut) Stamford, Connecticut $75.9M AUM 11.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Dearborn Partners Chicago, Illinois $1.65B AUM 8.8% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Benjamin Edwards Inc's PQDI Position: Q3 2026 in Review

Benjamin Edwards Inc opened a new position in Principal Spectrum Preferred and Income ETF (PQDI) in Q3 2026: 145,962 shares worth $2.73M. The stake represents 0.02% of the portfolio and ranks #495 among its holdings.

17 funds tracked by Wall St. Rank hold PQDI as of Q3 2026.

Benjamin Edwards Inc held 145,962 shares of Principal Spectrum Preferred and Income ETF worth $2.73M as of Q3 2026.
Principal Spectrum Preferred and Income ETF was a new Benjamin Edwards Inc position in Q3 2026.
Principal Spectrum Preferred and Income ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q3 2026, its #495 holding.
17 funds tracked by Wall St. Rank held Principal Spectrum Preferred and Income ETF as of Q3 2026.

Based on Benjamin Edwards Inc's 13F filing for Q3 2026, filed 12 Nov 2026.