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PSETPSET
23 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in PRINCIPAL QUALITY ETF

LPL Financial LLC holds 14,584 shares of PSET (PRINCIPAL QUALITY ETF), worth $1.1M as of 2026-Q2. The position was decreased (-73.7% shares). PSET represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$1.1M

Current Shares

14,584

Total Value Change

+$434,433

Total Shares Change

-3,195

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
14,584
-73.7%
$1.1M0.0%$75.64
0
2026-Q1
Decreased
55,344
-1.0%
$3.9M0.0%$74.28
0
2025-Q4
Decreased
55,906
-10.0%
$4.3M0.0%$76.97
0
2025-Q3
Decreased
62,095
-2.7%
$4.7M0.0%$75.49
0
2025-Q2
Increased
63,813
+3.6%
$4.7M0.0%$72.75
28
2025-Q1
Increased
61,568
+11.1%
$4.1M0.0%$65.31
30
2024-Q4
Increased
55,404
+3.1%
$4M0.0%$71.45
28
2024-Q3
Increased
53,718
+5.2%
$3.8M0.0%$70.42
28
2024-Q2
Increased
51,057
+7.7%
$3.5M0.0%$67.52
29
2024-Q1
Increased
47,422
+273.6%
$3.2M0.0%$66.93
43
2023-Q4
Increased
12,695
+8.7%
$777,6980.0%$60.46
27
2023-Q3
Increased
11,676
+42.3%
$637,2160.0%$53.73
33
2023-Q2
Increased
8,207
+0.5%
$462,9300.0%$54.79
24
2023-Q1
Decreased
8,165
-7.3%
$429,2870.0%$50.72
0
2022-Q4
Decreased
8,811
-6.7%
$439,1580.0%$48.83
0
2022-Q3
Decreased
9,447
-4.6%
$423,0000.0%$44.18
0
2022-Q2
Decreased
9,907
-2.0%
$473,0000.0%$46.74
0
2022-Q1
Increased
10,112
+3.3%
$562,0000.0%$54.19
25
2021-Q4
New
9,791
-
$593,0000.0%$58.19
34
2020-Q3
Exited
0
-100.0%
$00.0%$40.25
0
2020-Q2
New
7,878
-
$307,0000.0%$36.08
32
2019-Q3
Exited
0
-100.0%
$00.0%$36.01
0
2019-Q2
New
17,779
-
$671,0000.0%$35.05
34

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

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