Institutional Ownership Principal Exchange Traded Fund (PSET)
This table provides information about the institutional ownership of Principal Exchange Traded Fund (PSET). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 821,302 shares, which have been reported (via 13F filing form) to have a value of $57.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
272,169
shares
|
$19.1 Million
0.47% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
232,913
shares
|
$16.3 Million
0.01% of portfolio
|
Q2 2024
Added 11.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
190,042
shares
|
$13.3 Million
0.03% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
51,057
shares
|
$3.58 Million
0.0% of portfolio
|
Q2 2024
Added 7.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
36,729
shares
|
$2.57 Million
0.01% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
15,179
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2024
Added 181.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,186
shares
|
$363,175
0.0% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
4,892
shares
|
$342,586
0.0% of portfolio
|
Q3 2024
Reduced 17.21%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
4,675
shares
|
$327,390
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
3,830
shares
|
$268,214
0.02% of portfolio
|
Q1 2024
Reduced 44.97%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,991
shares
|
$139,429
0.0% of portfolio
|
Q2 2024
Reduced 31.51%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
926
shares
|
$64,847
0.0% of portfolio
|
Q3 2024
Reduced 21.72%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
767
shares
|
$53,713
0.01% of portfolio
|
Q1 2024
Reduced 27.38%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
514
shares
|
$35,995
0.0% of portfolio
|
Q3 2024
Added 7242.86%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
351
shares
|
$24,580
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
60
shares
|
$4,201
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
20
shares
|
$1,400
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$70
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|