Barber Financial Group’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History

Barber Financial Group’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
2020 Q1	–	Sell	-77,462	Closed	-$3.19M	–	149
2019 Q4	$3.19M	Sell	77,462 -17,047	-18%	-$672K	0.65%	38
2019 Q3	$3.63M	Buy	+94,509	New	+$3.6M	0.77%	32

Other funds holding PSET

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barber Financial Group's PSET Position: Q1 2020 in Review

Barber Financial Group sold out of Principal Exchange-Traded Funds Principal Quality ETF (PSET) in Q1 2020, closing a stake of 77,462 shares — an estimated $3.19M sold.

Barber Financial Group first reported a position in PSET in Q3 2019 and held it in 2 quarters. The position peaked at $3.63M in Q3 2019. 3 funds tracked by Wall St. Rank hold PSET as of Q1 2020.

Barber Financial Group reported no remaining Principal Exchange-Traded Funds Principal Quality ETF position as of Q1 2020 after selling out during the quarter.
Barber Financial Group sold 77,462 Principal Exchange-Traded Funds Principal Quality ETF shares in Q1 2020, an estimated $3.19M.
Barber Financial Group first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q3 2019 and held it in 2 quarters.
Barber Financial Group's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $3.63M in Q3 2019.
3 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q1 2020.

Based on Barber Financial Group's 13F filing for Q1 2020, filed 8 May 2020.