Purchases and Sales Made in Q3 2025 in Principal Exchange Traded Fund (PSET)
This table provides information about the institutional ownership of Principal Exchange Traded Fund (PSET) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.48KNew |
$550K - $574K
|
7.48K
$563K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
581New |
$42.7K - $44.6K
|
581
$43.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4+ 0.08% |
$294 - $307
|
4.79K
$361K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-56- 1.28% |
$4.12K - $4.3K
|
4.33K
$326K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-58- 1.4% |
$4.26K - $4.45K
|
4.08K
$307K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-138- 2.14% |
$10.1K - $10.6K
|
6.32K
$476K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-238- 28.4% |
$17.5K - $18.3K
|
600
$45.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-301- 9.48% |
$22.1K - $23.1K
|
2.87K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-515- 1.34% |
$37.9K - $39.5K
|
37.9K
$2.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.26K- 14.47% |
$92.6K - $96.7K
|
7.45K
$561K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.3K- 4.41% |
$95.4K - $99.6K
|
28.1K
$2.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.72K- 2.69% |
$126K - $132K
|
62.1K
$4.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-6.1K- 64.89% |
$448K - $468K
|
3.3K
$249K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.54K- 1.92% |
$481K - $502K
|
335K
$25.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-22.8K- 5.84% |
$1.67M - $1.75M
|
367K
$27.7M
|
|