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PSET PRINCIPAL EXCHANGE TRADED FD

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QUALITY ETF (fund)

18 managers (18 13F filers) reported a position in PSET shares at 2024-12-31, 884,766 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.

Managers
18
13F filers
18
New
0
Added
10
Reduced
3
Sold out
1
Shares held by filers
884,766

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC277,335$19.8M0.45%+5,16613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC242,988$17.4M0.01%+3,03713F-HRTimelineGroup
Cetera Investment Advisers202,390$14.5M0.03%+11,56113F-HRTimeline
LPL Financial LLC55,404$3.97M<0.01%+1,68613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,854$2.71M0.01%+1,68513F-HR/ATimelineGroup
Golden State Wealth Management, LLC29,843$2.14M0.32%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,483$607K<0.01%-2,43713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,158$441K<0.01%13F-HR/ATimelineGroup
Prospera Financial Services Inc5,205$373K0.01%+53013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,896$350K<0.01%+413F-HRTimeline
Koshinski Asset Management, Inc.3,830$274K0.02%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,124$224K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC2,640$190K0.02%+1,25313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,942$139K<0.01%-4913F-HR/ATimelineGroup
Capital Investment Advisory Services, L…1,603$115K0.01%+1,08913F-HRTimeline
Global Retirement Partners, LLC837$59.9K<0.01%-8913F-HRTimeline
UBS Group AGin group UBS Group AG234$16.7K<0.01%+17313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.