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PSETPSET
6 quarters

Position history for ASSETMARK, INCASSETMARK, INC's holdings in PRINCIPAL EXCHANGE TRADED FD

Yes. AssetMark holds 1,413 shares of PSET, worth $111,060, as of its Q3 2026 13F filing. The share count is unchanged from Q2 2026. AssetMark has held PSET since Q2 2025, across 6 quarterly 13F filings.

Current Value

$111,060

Current Shares

1,413

Total Value Change

+$26,420

Total Shares Change

+263

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Unchanged
1,413
0.0%
$111,0600.0%$78.42
0
2026-Q2
Unchanged
1,413
0.0%
$107,1010.0%$75.48
0
2026-Q1
Decreased
1,413
-3.1%
$98,3090.0%$69.14
0
2025-Q4
Increased
1,459
+26.9%
$111,3280.0%$75.83
27
2025-Q3
Unchanged
1,150
0.0%
$87,5250.0%$75.39
0
2025-Q2
New
1,150
-
$84,6400.0%$72.82
30

Other major holders of PSET: ENVESTNET ASSET MANAGEMENT INC, PRINCIPAL FINANCIAL GROUP INC

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