Wealth Enhancement Advisory Services
PQDI

Wealth Enhancement Advisory Services’s Principal Spectrum Preferred and Income ETF PQDI Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$2.62M Buy
135,241
+36,335
+37% +$706K ﹤0.01% 1400
2026
Q1 		$1.9M Sell
98,906
-87,828
-47% -$1.72M ﹤0.01% 1416
2025
Q4 		$3.67M Buy
186,734
+7,411
+4% +$145K 0.01% 1180
2025
Q3 		$3.51M Buy
179,323
+20,098
+13% +$391K 0.01% 1136
2025
Q2 		$3.08M Buy
159,225
+22,188
+16% +$421K 0.01% 1135
2025
Q1 		$2.61M Sell
137,037
-207
-0.2% -$3.94K 0.01% 1109
2024
Q4 		$2.61M Buy
137,244
+8,974
+7% +$172K 0.01% 1049
2024
Q3 		$2.48M Buy
128,270
+524
+0.4% +$9.92K 0.01% 968
2024
Q2 		$2.39M Sell
127,746
-6,463
-5% -$120K 0.01% 919
2024
Q1 		$2.5M Buy
+134,209
New +$2.47M 0.01% 869

Other funds holding PQDI

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's PQDI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Principal Spectrum Preferred and Income ETF (PQDI) stake by 37% in Q2 2026, buying an estimated $706K and bringing the position to 135,241 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Wealth Enhancement Advisory Services first reported a position in PQDI in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.67M in Q4 2025. 10 funds tracked by Wall St. Rank hold PQDI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 135,241 shares of Principal Spectrum Preferred and Income ETF worth $2.62M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 36,335 Principal Spectrum Preferred and Income ETF shares in Q2 2026, an estimated $706K.
  • Principal Spectrum Preferred and Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1400 holding.
  • Wealth Enhancement Advisory Services first reported a position in Principal Spectrum Preferred and Income ETF in Q1 2024 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's Principal Spectrum Preferred and Income ETF position peaked at $3.67M in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Principal Spectrum Preferred and Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.