Raymond James Financial
PQDI

Raymond James Financial’s Principal Spectrum Preferred and Income ETF PQDI Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-133
Closed -$2.57K – 6289
2025
Q2 		$2.57K Buy
+133
New +$2.52K ﹤0.01% 6348

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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial's PQDI Position: Q3 2025 in Review

Raymond James Financial sold out of Principal Spectrum Preferred and Income ETF (PQDI) in Q3 2025, closing a stake of 133 shares — an estimated $2.57K sold.

Raymond James Financial first reported a position in PQDI in Q2 2025 and held it in 1 quarter. The position peaked at $2.57K in Q2 2025. 8 funds tracked by Wall St. Rank hold PQDI as of Q3 2025.

  • Raymond James Financial reported no remaining Principal Spectrum Preferred and Income ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 133 Principal Spectrum Preferred and Income ETF shares in Q3 2025, an estimated $2.57K.
  • Raymond James Financial first reported a position in Principal Spectrum Preferred and Income ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Principal Spectrum Preferred and Income ETF position peaked at $2.57K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Principal Spectrum Preferred and Income ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.