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 18 institutions that hold shares in the stock, with a total of 830,343 shares, which have been reported (via 13F filing form) to have a value of $60.4 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
|
$19.8 Million
0.47% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
239,951
shares
|
$17.4 Million
0.01% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
190,829
shares
|
$13.9 Million
0.03% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
53,718
shares
|
$3.91 Million
0.0% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
36,169
shares
|
$2.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,920
shares
|
$794,102
0.0% of portfolio
|
Q3 2024
Reduced 28.06%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,186
shares
|
$377,125
0.0% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
4,892
shares
|
$355,746
0.0% of portfolio
|
Q3 2024
Reduced 17.21%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
4,675
shares
|
$339,966
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
3,830
shares
|
$278,517
0.02% of portfolio
|
Q1 2024
Reduced 44.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
3,124
shares
|
$227,177
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,991
shares
|
$144,785
0.0% of portfolio
|
Q2 2024
Reduced 31.51%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,387
shares
|
$100,862
0.01% of portfolio
|
Q3 2024
Added 80.83%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
926
shares
|
$67,338
0.0% of portfolio
|
Q3 2024
Reduced 21.72%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
514
shares
|
$37,378
0.0% of portfolio
|
Q3 2024
Added 7242.86%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
61
shares
|
$4,435
0.0% of portfolio
|
Q3 2024
Reduced 82.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$72
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
|