Purchases and Sales Made in Q1 2025 in Principal Exchange Traded Fund (PSET)
This table provides information about the institutional ownership of Principal Exchange Traded Fund (PSET) during Q1 2025. The information is specifically focused on institutions that hold shares of PRINCIPAL EXCHANGE-TRADED FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.6K+ 23.31% |
$3.71M - $4.26M
|
300K
$21.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
30.5K+ 102.08% |
$1.99M - $2.29M
|
60.3K
$4.26M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.03K+ 3.48% |
$461K - $529K
|
209K
$14.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.16K+ 11.13% |
$404K - $464K
|
61.6K
$4.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.92K+ 306.99% |
$322K - $370K
|
6.52K
$461K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.98KNew |
$260K - $299K
|
3.98K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.84K+ 69.66% |
$120K - $138K
|
4.48K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.53K+ 24.8% |
$100K - $115K
|
7.69K
$543K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.02K+ 2.83% |
$67K - $77K
|
37.2K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
342+ 17.61% |
$22.4K - $25.7K
|
2.28K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
300+ 5.76% |
$19.6K - $22.6K
|
5.51K
$389K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200+ 0.07% |
$13.1K - $15.1K
|
278K
$19.6M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-30.2K- 50.0% |
$1.97M - $2.27M
|
30.2K
$2.13M
|