Purchases and Sales Made in Q2 2025 in Principal Exchange Traded Fund (PSET)
This table provides information about the institutional ownership of Principal Exchange Traded Fund (PSET) during Q2 2025. The information is specifically focused on institutions that hold shares of PRINCIPAL EXCHANGE-TRADED FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
113K+ 40.58% |
$6.6M - $8.29M
|
390K
$29.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.5K+ 13.86% |
$2.43M - $3.06M
|
341K
$25.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9.4KNew |
$551K - $692K
|
9.4K
$708K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.25K+ 3.65% |
$132K - $165K
|
63.8K
$4.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.15KNew |
$67.4K - $84.6K
|
1.15K
$86.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.02K+ 13.31% |
$60K - $75.3K
|
8.71K
$656K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
890+ 38.97% |
$52.2K - $65.5K
|
3.17K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
662+ 1.78% |
$38.8K - $48.7K
|
37.9K
$2.85M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
516+ 1.36% |
$30.3K - $38K
|
38.4K
$2.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
414+ 10.41% |
$24.3K - $30.5K
|
4.39K
$331K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
299New |
$17.5K - $22K
|
299
$22.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
200+ 3.63% |
$11.7K - $14.7K
|
5.71K
$430K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.12% |
$58.6 - $73.6
|
838
$63.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-62- 0.95% |
$3.64K - $4.56K
|
6.46K
$487K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-110- 2.25% |
$6.45K - $8.1K
|
4.79K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-345- 7.7% |
$20.2K - $25.4K
|
4.13K
$311K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-745- 2.47% |
$43.7K - $54.8K
|
29.4K
$2.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-203K- 97.06% |
$11.9M - $15M
|
6.17K
$464K
|
|