Purchases and Sales Made in Q4 2024 in Principal Exchange Traded Fund (PSET)
This table provides information about the institutional ownership of Principal Exchange Traded Fund (PSET) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
29.8KNew |
$2.07M - $2.22M
|
29.8K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.6K+ 6.06% |
$802K - $860K
|
202K
$14.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.16KNew |
$427K - $458K
|
6.16K
$439K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.17K+ 1.9% |
$358K - $385K
|
277K
$19.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.04K+ 1.27% |
$211K - $226K
|
243K
$17.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.69K+ 3.14% |
$117K - $125K
|
55.4K
$3.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.25K+ 90.34% |
$86.9K - $93.3K
|
2.64K
$188K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.09K+ 211.87% |
$75.6K - $81.1K
|
1.6K
$114K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
530+ 11.34% |
$36.8K - $39.4K
|
5.21K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
173+ 283.61% |
$12K - $12.9K
|
234
$16.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4+ 0.08% |
$278 - $298
|
4.9K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49- 2.46% |
$3.4K - $3.65K
|
1.94K
$138K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-89- 9.61% |
$6.18K - $6.62K
|
837
$59.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.44K- 22.32% |
$169K - $181K
|
8.48K
$605K
|