Latest Institutional Purchases of Principal Exchange Traded Fund (PSET)
This list provides information on the latest institutional transactions involving Principal Exchange Traded Fund (PSET) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.84K+ 29.08% |
$137K - $143K
|
8.16K
$615K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
309+ 26.87% |
$23K - $24.1K
|
1.46K
$110K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
300+ 100.33% |
$22.4K - $23.4K
|
599
$45.1K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.48KNew |
$550K - $574K
|
7.48K
$563K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4+ 0.08% |
$294 - $307
|
4.79K
$361K
|
|
| Q2 2025 | |||||||
|
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
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
253+ 5.13% |
$16.1K - $18.1K
|
5.19K
$391K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
60New |
$3.77K - $4.15K
|
60
$4.52K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20New |
$1.26K - $1.38K
|
20
$1.51K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.38% |
$62.8 - $69.2
|
262
$19.7K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6KNew |
$552K - $653K
|
10.6K
$802K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
92+ 49.46% |
$4.77K - $5.65K
|
278
$20.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$51.8 - $61.4
|
1
$75.3
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.26K+ 23.68% |
$56.3K - $66.2K
|
6.58K
$495K
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
18.2K+ 22.3% |
$814K - $970K
|
99.7K
$7.51M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.3KNew |
$1.16M - $1.41M
|
25.3K
$1.91M
|
|