Jones Financial Companies
PQDI

Jones Financial Companies’s Principal Spectrum Preferred and Income ETF PQDI Stock Holding History

Jones Financial Companies’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
Q2 		– Sell
-130
Closed -$2.48K – 4140
2025
Q1 		$2.48K Buy
+130
New +$2.47K ﹤0.01% 3198

Other funds holding PQDI

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies's PQDI Position: Q2 2025 in Review

Jones Financial Companies sold out of Principal Spectrum Preferred and Income ETF (PQDI) in Q2 2025, closing a stake of 130 shares — an estimated $2.48K sold.

Jones Financial Companies first reported a position in PQDI in Q1 2025 and held it in 1 quarter. The position peaked at $2.48K in Q1 2025. 10 funds tracked by Wall St. Rank hold PQDI as of Q2 2025.

  • Jones Financial Companies reported no remaining Principal Spectrum Preferred and Income ETF position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 130 Principal Spectrum Preferred and Income ETF shares in Q2 2025, an estimated $2.48K.
  • Jones Financial Companies first reported a position in Principal Spectrum Preferred and Income ETF in Q1 2025 and held it in 1 quarter.
  • Jones Financial Companies's Principal Spectrum Preferred and Income ETF position peaked at $2.48K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Principal Spectrum Preferred and Income ETF as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.