Wealth Enhancement Advisory Services’s Principal Spectrum Tax-Advantaged Dividend Active ETF PQDI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.08M | Buy |
159,225
+22,188
| +16% | +$429K | 0.01% | 1133 |
|
2025
Q1 | $2.61M | Sell |
137,037
-207
| -0.2% | -$3.94K | 0.01% | 1107 |
|
2024
Q4 | $2.61M | Buy |
137,244
+8,974
| +7% | +$170K | 0.01% | 1047 |
|
2024
Q3 | $2.48M | Buy |
128,270
+524
| +0.4% | +$10.1K | 0.01% | 966 |
|
2024
Q2 | $2.39M | Sell |
127,746
-6,463
| -5% | -$121K | 0.01% | 919 |
|
2024
Q1 | $2.5M | Buy |
+134,209
| New | +$2.5M | 0.01% | 869 |
|