PRINCIPAL EXCHANGE TRADED FD

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PSET·74255Y201·US·ETF·Unknown - Unknown

PSET (PRINCIPAL EXCHANGE TRADED FD) is held by 12 institutional investors as of Q1 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($6.7M), LPL Financial LLC ($3.9M), OSAIC HOLDINGS, INC. ($1.6M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (12)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	96,925(+7.1%)	$6.7M	0.0%	+28.75%	29
LPL Financial LLC	Decreased	55,344(-1.0%)	$3.9M	0.0%	+17.88%	0
OSAIC HOLDINGS, INC.	Decreased	23,615(-19.5%)	$1.6M	0.0%	+45.97%	0
RAYMOND JAMES FINANCIAL INC	Increased	8,071(+12.8%)	$561,535	0.0%	+8.51%	27
PRINCIPAL FINANCIAL GROUP INC	Increased	6,231(+21.2%)	$433,541	0.0%	+11.78%	29
Cetera Investment Advisers	Unchanged	6,131	$426,561	0.0%	+14.66%	0
MORGAN STANLEY	Decreased	2,774(-3.5%)	$193,018	0.0%	+11.97%	0
ASSETMARK, INC	Decreased	1,413(-3.1%)	$98,309	0.0%	+4.54%	0
Farther Finance Advisors, LLC	Unchanged	599	$41,874	0.0%	+2.84%	0
UBS Group AG	Increased	342(+10.3%)	$23,794	0.0%	+2.14%	14
JPMORGAN CHASE & CO	New	204	$13,845	0.0%	+3.65%	27
WELLS FARGO & COMPANY/MN	Increased	1	$47	0.0%	+3.65%	8
TWO SIGMA INVESTMENTS, LP	Exited	0(-100.0%)	$724,889	0.0%	-1.62%	0
COMMONWEALTH EQUITY SERVICES, LLC	Exited	0(-100.0%)	$313,060	0.0%	+31.24%	0
Kestra Advisory Services, LLC	Exited	0(-100.0%)	$65,013	0.0%	-3.49%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer