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 20 institutions that hold shares in the stock, with a total of 812,458 shares, which have been reported (via 13F filing form) to have a value of $56.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
262,549
shares
|
$18.2 Million
0.49% of portfolio
|
Q2 2024
Added 18.94%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
232,913
shares
|
$16.1 Million
0.01% of portfolio
|
Q2 2024
Added 11.15%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
190,042
shares
|
$13.1 Million
0.03% of portfolio
|
Q2 2024
Added 1.67%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
51,057
shares
|
$3.53 Million
0.0% of portfolio
|
Q2 2024
Added 7.67%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
36,729
shares
|
$2.54 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
|
$1.05 Million
0.0% of portfolio
|
Q2 2024
Added 181.88%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
5,909
shares
|
$408,784
0.0% of portfolio
|
Q2 2024
Added 18.49%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
4,933
shares
|
$341,264
0.0% of portfolio
|
Q2 2024
Added 7.64%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
4,675
shares
|
$323,416
0.01% of portfolio
|
Q2 2024
New holding
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
3,830
shares
|
$264,959
0.03% of portfolio
|
Q1 2024
Reduced 44.97%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,991
shares
|
$137,737
0.0% of portfolio
|
Q1 2024
Added 319.48%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
1,183
shares
|
$81,839
0.0% of portfolio
|
Q2 2024
Added 0.17%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
767
shares
|
$53,061
0.01% of portfolio
|
Q2 2024
Added 37.7%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
351
shares
|
$24,282
0.0% of portfolio
|
Q2 2024
New holding
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
262
shares
|
$18,125
0.0% of portfolio
|
Q2 2024
Added 0.38%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
60
shares
|
$4,150
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
20
shares
|
$1,383
0.0% of portfolio
|
Q2 2024
New holding
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
7
shares
|
$484
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$69
0.0% of portfolio
|
Q4 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|