AssetMark Inc
PSET icon

AssetMark Inc’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History

AssetMark Inc’s Portfolio PSET Stock Details PSET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$107K Hold
1,413
– – ﹤0.01% 1609
2026
Q1 		$98.3K Sell
1,413
-46
-3% -$3.41K ﹤0.01% 1548
2025
Q4 		$111K Buy
1,459
+309
+27% +$23.6K ﹤0.01% 1464
2025
Q3 		$87.5K Hold
1,150
– – ﹤0.01% 1471
2025
Q2 		$84.6K Buy
+1,150
New +$78.2K ﹤0.01% 1415

Other funds holding PSET

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AssetMark Inc's PSET Position: Q2 2026 in Review

AssetMark Inc held its Principal Exchange-Traded Funds Principal Quality ETF (PSET) position steady in Q2 2026 at 1,413 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

AssetMark Inc first reported a position in PSET in Q2 2025 and has held it in 5 quarters since. The position peaked at $111K in Q4 2025. 9 funds tracked by Wall St. Rank hold PSET as of Q2 2026.

  • AssetMark Inc held 1,413 shares of Principal Exchange-Traded Funds Principal Quality ETF worth $107K as of Q2 2026.
  • AssetMark Inc left its Principal Exchange-Traded Funds Principal Quality ETF share count unchanged in Q2 2026.
  • Principal Exchange-Traded Funds Principal Quality ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1609 holding.
  • AssetMark Inc first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q2 2025 and has held it in 5 quarters since.
  • AssetMark Inc's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $111K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.