Citadel Advisors
PQDI

Citadel Advisors’s Principal Spectrum Preferred and Income ETF PQDI Stock Holding History

Citadel Advisors’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
2025
Q1 		– Sell
-18,003
Closed -$342K – 15340
2024
Q4 		$342K Sell
18,003
-10,392
-37% -$199K ﹤0.01% 9387
2024
Q3 		$548K Buy
+28,395
New +$537K ﹤0.01% 8067
2022
Q1 		– Sell
-9,972
Closed -$210K – 14355
2021
Q4 		$210K Buy
+9,972
New +$212K ﹤0.01% 11749

Other funds holding PQDI

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors's PQDI Position: Q1 2025 in Review

Citadel Advisors sold out of Principal Spectrum Preferred and Income ETF (PQDI) in Q1 2025, closing a stake of 18,003 shares — an estimated $342K sold.

Citadel Advisors first reported a position in PQDI in Q4 2021 and held it in 3 quarters. The position peaked at $548K in Q3 2024. 9 funds tracked by Wall St. Rank hold PQDI as of Q1 2025.

  • Citadel Advisors reported no remaining Principal Spectrum Preferred and Income ETF position as of Q1 2025 after selling out during the quarter.
  • Citadel Advisors sold 18,003 Principal Spectrum Preferred and Income ETF shares in Q1 2025, an estimated $342K.
  • Citadel Advisors first reported a position in Principal Spectrum Preferred and Income ETF in Q4 2021 and held it in 3 quarters.
  • Citadel Advisors's Principal Spectrum Preferred and Income ETF position peaked at $548K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held Principal Spectrum Preferred and Income ETF as of Q1 2025.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.