Principal Quality ETFPSETETF
13F holders, Q2 2024 (June 30)19holders +5
5new positions
0sold out
$68.27avg. 13F price*
At the end of Q2 2024, 19 institutions reported holding Principal Quality ETF (PSET) in their 13F filings, up 5 from Q1 2024. 5 opened new positions and 0 sold out. The largest holders were Principal Securities, Inc. ($17.9M), Envestnet Asset Management Inc. ($15.9M) and Cetera Investment Advisers ($13.0M).
- Company
- Principal Quality ETF
- CUSIP
- 74255Y201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $349K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 88,370 shares bought and 916 shares sold, net +87,454 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Principal Securities, Inc. | 0.49% | Add +18.9% | 262,549 | $17.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +11.2% | 232,913 | $15.9M |
| Cetera Investment Advisers | 0.03% | Add +1.7% | 190,042 | $13.0M |
| LPL Financial LLC | 0.00% | Add +7.7% | 51,057 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +0.1% | 36,729 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +181.9% | 15,179 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.5% | 5,909 | $403K |
| Raymond James & Associates | 0.00% | Add +7.6% | 4,933 | $337K |
| Prospera Financial Services Inc | 0.01% | New | 4,675 | $319K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 3,830 | $264K |
| Morgan Stanley | 0.00% | Reduce -31.5% | 1,991 | $136K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 1,183 | $81K |
| Smartleaf Asset Management LLC | 0.01% | Add +37.7% | 767 | $52K |
| UBS Group AG | 0.00% | New | 351 | $24K |
| Spire Wealth Management | 0.00% | Add +0.4% | 262 | $18K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 60 | $4K |
| JPMorgan Chase & Co. | 0.00% | New | 20 | $1K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 7 | $478 |
| Wells Fargo & Company | 0.00% | No change | 1 | $59 |
"% of holder's portfolio" is PSET's weight in each manager's 13F, not the share of Principal Quality ETF the manager owns.