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Principal Fin 145Bp+30y QDI ($
Principal Fin 145Bp+30y QDI ($. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 3 Institutional holders with a total value of $16,213,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MID CONTINENT CAPITAL LLC/IL 137,349 14,113,000 87.05%
2 Paragon Capital Management LLC 13,400 1,376,000 8.49%
3 KCM INVESTMENT ADVISORS LLC 7,050 724,000 4.47%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.