Citadel Advisors
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Citadel Advisors’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History

Citadel Advisors’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
2024
Q1 		– Sell
-10,646
Closed -$652K – 15286
2023
Q4 		$652K Buy
+10,646
New +$605K ﹤0.01% 7539
2022
Q3 		– Sell
-39,918
Closed -$1.91M – 13388
2022
Q2 		$1.91M Buy
+39,918
New +$2.04M ﹤0.01% 5634
2021
Q4 		– Sell
-29,977
Closed -$1.61M – 14534
2021
Q3 		$1.61M Buy
+29,977
New +$1.67M ﹤0.01% 6900
2021
Q2 		– Sell
-18,284
Closed -$897K – 14258
2021
Q1 		$897K Buy
18,284
+11,405
+166% +$538K ﹤0.01% 8386
2020
Q4 		$325K Sell
6,879
-9,196
-57% -$415K ﹤0.01% 8938
2020
Q3 		$686K Sell
16,075
-19,871
-55% -$839K ﹤0.01% 6728
2020
Q2 		$1.41M Sell
35,946
-710
-2% -$26.3K ﹤0.01% 5203
2020
Q1 		$1.14M Buy
+36,656
New +$1.43M ﹤0.01% 5096
2019
Q4 		– Sell
-32,060
Closed -$1.23M – 9607
2019
Q3 		$1.23M Buy
+32,060
New +$1.22M ﹤0.01% 5235
2019
Q1 		– Sell
-30,764
Closed -$955K – 9736
2018
Q4 		$955K Buy
30,764
+15,448
+101% +$510K ﹤0.01% 5380
2018
Q3 		$542K Sell
15,316
-1,628
-10% -$56.8K ﹤0.01% 6569
2018
Q2 		$562K Buy
+16,944
New +$559K ﹤0.01% 6178
2017
Q3 		– Sell
-10,670
Closed -$313K – 7922
2017
Q2 		$313K Sell
10,670
-4,071
-28% -$114K ﹤0.01% 5837
2017
Q1 		$413K Sell
14,741
-1,829
-11% -$50K ﹤0.01% 5346
2016
Q4 		$437K Buy
+16,570
New +$427K ﹤0.01% 5118

Other funds holding PSET

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Citadel Advisors's PSET Position: Q1 2024 in Review

Citadel Advisors sold out of Principal Exchange-Traded Funds Principal Quality ETF (PSET) in Q1 2024, closing a stake of 10,646 shares — an estimated $652K sold.

Citadel Advisors first reported a position in PSET in Q4 2016 and held it in 15 quarters. The position peaked at $1.91M in Q2 2022. 15 funds tracked by Wall St. Rank hold PSET as of Q1 2024.

  • Citadel Advisors reported no remaining Principal Exchange-Traded Funds Principal Quality ETF position as of Q1 2024 after selling out during the quarter.
  • Citadel Advisors sold 10,646 Principal Exchange-Traded Funds Principal Quality ETF shares in Q1 2024, an estimated $652K.
  • Citadel Advisors first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q4 2016 and held it in 15 quarters.
  • Citadel Advisors's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $1.91M in Q2 2022.
  • 15 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q1 2024.

Based on Citadel Advisors's 13F filing for Q1 2024, filed 15 May 2024.