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PSET PRINCIPAL EXCHANGE TRADED FD

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QUALITY ETF (fund)

15 managers (16 13F filers) reported a position in PSET shares at 2025-03-31, 957,801 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers
15
13F filers
16
New
1
Added
10
Reduced
1
Sold out
2
Shares held by filers
957,801

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 FINANCIAL GROUP INCgroup of 2 filers holding281,511$20.1M+4,176Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC299,625$19.8M0.01%+56,63713F-HRTimelineGroup
Cetera Investment Advisers209,424$13.8M0.03%+7,03413F-HRTimeline
LPL Financial LLC61,568$4.06M<0.01%+6,16413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,192$2.46M0.01%-66213F-HRTimelineGroup
Golden State Wealth Management, LLC30,154$1.99M0.3%+31113F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,685$507K<0.01%+1,52713F-HRTimelineGroup
Capital Investment Advisory Services, L…6,524$431K0.04%+4,92113F-HRTimeline
Prospera Financial Services Inc5,505$363K0.01%+30013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,896$323K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC4,479$294K0.03%+1,83913F-HRTimeline
Koshinski Asset Management, Inc.3,830$253K0.02%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,124$206K<0.01%013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,284$151K<0.01%+34213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.