Commonwealth Equity Services’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History

Commonwealth Equity 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 Q1	–	Sell	-4,103	Closed	-$313K	–	4421
2025 Q4	$313K	Sell	4,103 -687	-14%	-$52.4K	﹤0.01%	3619
2025 Q3	$365K	Buy	4,790 +4	+0.1%	+$300	﹤0.01%	3463
2025 Q2	$352K	Sell	4,786 -110	-2%	-$7.48K	﹤0.01%	3452
2025 Q1	$323K	Hold	4,896	–	–	﹤0.01%	3429
2024 Q4	$350K	Buy	4,896 +4	+0.1%	+$289	﹤0.01%	3278
2024 Q3	$348K	Sell	4,892 -1,017	-17%	-$69.5K	﹤0.01%	3220
2024 Q2	$403K	Buy	5,909 +922	+18%	+$61.2K	﹤0.01%	3027
2024 Q1	$338K	Sell	4,987 -349	-7%	-$22.5K	﹤0.01%	3162
2023 Q4	$327K	Sell	5,336 -56	-1%	-$3.18K	﹤0.01%	3107
2023 Q3	$294K	Buy	5,392 +1,238	+30%	+$69.9K	﹤0.01%	3051
2023 Q2	$234K	Buy	+4,154	New	+$220K	﹤0.01%	3253

Other funds holding PSET

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Commonwealth Equity Services's PSET Position: Q1 2026 in Review

Commonwealth Equity Services sold out of Principal Exchange-Traded Funds Principal Quality ETF (PSET) in Q1 2026, closing a stake of 4,103 shares — an estimated $313K sold.

Commonwealth Equity Services first reported a position in PSET in Q2 2023 and held it in 11 quarters. The position peaked at $403K in Q2 2024. 18 funds tracked by Wall St. Rank hold PSET as of Q1 2026.

Commonwealth Equity Services reported no remaining Principal Exchange-Traded Funds Principal Quality ETF position as of Q1 2026 after selling out during the quarter.
Commonwealth Equity Services sold 4,103 Principal Exchange-Traded Funds Principal Quality ETF shares in Q1 2026, an estimated $313K.
Commonwealth Equity Services first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q2 2023 and held it in 11 quarters.
Commonwealth Equity Services's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $403K in Q2 2024.
18 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.