Purchases and Sales Made in Q2 2023 in Principal Exchange Traded Fund (PSET)
This table provides information about the institutional ownership of Principal Exchange Traded Fund (PSET) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.8K+ 33.48% |
$2.79M - $3.09M
|
218K
$15.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.15KNew |
$212K - $234K
|
4.15K
$303K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.11K+ 3.84% |
$159K - $176K
|
84.2K
$6.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
603+ 9.58% |
$30.8K - $34K
|
6.9K
$503K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
376+ 1.05% |
$19.2K - $21.2K
|
36.1K
$2.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42+ 0.51% |
$2.14K - $2.37K
|
8.21K
$598K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10+ 0.02% |
$510 - $564
|
43.6K
$3.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
5New |
$255 - $282
|
5
$364
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-97- 34.28% |
$4.95K - $5.47K
|
186
$13.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-700- 14.68% |
$35.7K - $39.5K
|
4.07K
$297K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.53K- 56.2% |
$78.1K - $86.4K
|
1.19K
$87K
|