CIAS
PSET icon

Capital Investment Advisory Services’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History

Capital Investment Advisory Services’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 		$668K Buy
8,807
+54
+0.6% +$4.02K 0.04% 383
2026
Q1 		$609K Buy
8,753
+590
+7% +$43.7K 0.04% 358
2025
Q4 		$623K Buy
8,163
+1,839
+29% +$140K 0.04% 338
2025
Q3 		$481K Sell
6,324
-138
-2% -$10.4K 0.04% 374
2025
Q2 		$476K Sell
6,462
-62
-1% -$4.21K 0.04% 357
2025
Q1 		$431K Buy
6,524
+4,921
+307% +$349K 0.04% 357
2024
Q4 		$115K Buy
1,603
+1,089
+212% +$78.6K 0.01% 553
2024
Q3 		$36.6K Buy
514
+507
+7,243% +$34.6K ﹤0.01% 727
2024
Q2 		$478 Buy
+7
New +$464 ﹤0.01% 953

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Capital Investment Advisory Services's PSET Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Principal Exchange-Traded Funds Principal Quality ETF (PSET) stake by 0.62% in Q2 2026, buying an estimated $4.02K and bringing the position to 8,807 shares worth $668K. The position accounts for 0.04% of the portfolio, ranked #383.

Capital Investment Advisory Services first reported a position in PSET in Q2 2024 and has held it in 9 quarters since. 9 funds tracked by Wall St. Rank hold PSET as of Q2 2026.

  • Capital Investment Advisory Services held 8,807 shares of Principal Exchange-Traded Funds Principal Quality ETF worth $668K as of Q2 2026.
  • Capital Investment Advisory Services bought 54 Principal Exchange-Traded Funds Principal Quality ETF shares in Q2 2026, an estimated $4.02K.
  • Principal Exchange-Traded Funds Principal Quality ETF made up 0.04% of Capital Investment Advisory Services's portfolio in Q2 2026, its #383 holding.
  • Capital Investment Advisory Services first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q2 2024 and has held it in 9 quarters since.
  • 9 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.