Principal Quality ETFPSETETF
13F holders, Q3 2024 (September 30)17holders −2
1new positions
3sold out
$71.17avg. 13F price*
At the end of Q3 2024, 17 institutions reported holding Principal Quality ETF (PSET) in their 13F filings, down 2 from Q2 2024. 1 opened new positions and 3 sold out. The largest holders were Principal Securities, Inc. ($19.4M), Envestnet Asset Management Inc. ($17.1M) and Cetera Investment Advisers ($13.6M).
- Company
- Principal Quality ETF
- CUSIP
- 74255Y201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $222K |
| Exits | 3 | $23K |
All 13F filers, Q2 2024 → Q3 2024: 24,610 shares bought and 6,725 shares sold, net +17,885 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Principal Securities, Inc. | 0.47% | Add +3.7% | 272,169 | $19.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.0% | 239,951 | $17.1M |
| Cetera Investment Advisers | 0.03% | Add +0.4% | 190,829 | $13.6M |
| LPL Financial LLC | 0.00% | Add +5.2% | 53,718 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.5% | 36,169 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -28.1% | 10,920 | $777K |
| Raymond James & Associates | 0.00% | Add +5.1% | 5,186 | $369K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -17.2% | 4,892 | $348K |
| Prospera Financial Services Inc | 0.01% | No change | 4,675 | $333K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 3,830 | $273K |
| Goldman Sachs Group Inc. | 0.00% | New | 3,124 | $222K |
| Morgan Stanley | 0.00% | No change | 1,991 | $142K |
| Smartleaf Asset Management LLC | 0.01% | Add +80.8% | 1,387 | $99K |
| Global Retirement Partners, LLC | 0.00% | Reduce -21.7% | 926 | $66K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +7242.9% | 514 | $37K |
| UBS Group AG | 0.00% | Reduce -82.6% | 61 | $4K |
| Wells Fargo & Company | 0.00% | No change | 1 | $71 |
"% of holder's portfolio" is PSET's weight in each manager's 13F, not the share of Principal Quality ETF the manager owns.