Principal Quality ETFPSETETF
13F holders, Q4 2024 (December 31)17holders
0new positions
1sold out
$71.57avg. 13F price*
At the end of Q4 2024, 17 institutions reported holding Principal Quality ETF (PSET) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Principal Securities, Inc. ($19.8M), Envestnet Asset Management Inc. ($17.4M) and Cetera Investment Advisers ($14.5M).
- Company
- Principal Quality ETF
- CUSIP
- 74255Y201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $71 |
All 13F filers, Q3 2024 → Q4 2024: 26,184 shares bought and 2,576 shares sold, net +23,608 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Principal Securities, Inc. | 0.45% | Add +1.9% | 277,335 | $19.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.3% | 242,988 | $17.4M |
| Cetera Investment Advisers | 0.03% | Add +6.1% | 202,390 | $14.5M |
| LPL Financial LLC | 0.00% | Add +3.1% | 55,404 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Add +4.7% | 37,854 | $2.7M |
| Golden State Wealth Management, LLC | 0.32% | — | 29,843 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -22.3% | 8,483 | $607K |
| Raymond James Financial Inc. | 0.00% | — | 6,158 | $441K |
| Prospera Financial Services Inc | 0.01% | Add +11.3% | 5,205 | $373K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 4,896 | $350K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 3,830 | $274K |
| Goldman Sachs Group Inc. | 0.00% | No change | 3,124 | $224K |
| Smartleaf Asset Management LLC | 0.02% | Add +90.3% | 2,640 | $190K |
| Morgan Stanley | 0.00% | Reduce -2.5% | 1,942 | $139K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +211.9% | 1,603 | $115K |
| Global Retirement Partners, LLC | 0.00% | Reduce -9.6% | 837 | $60K |
| UBS Group AG | 0.00% | Add +283.6% | 234 | $17K |
"% of holder's portfolio" is PSET's weight in each manager's 13F, not the share of Principal Quality ETF the manager owns.