Envestnet Asset Management’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1M | Buy |
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|
2025
Q1 | $19.8M | Buy |
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|
2024
Q4 | $17.4M | Buy |
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|
2024
Q3 | $17.1M | Buy |
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|
2024
Q2 | $15.9M | Buy |
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|
2024
Q1 | $14.2M | Buy |
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|
2023
Q4 | $12M | Sell |
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|
2023
Q3 | $13.9M | Buy |
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|
2023
Q2 | $12.3M | Buy |
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|
2023
Q1 | $8.6M | Buy |
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|
2022
Q4 | $6.3M | Buy |
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|
2022
Q3 | $4.32M | Buy |
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|
2022
Q2 | $3.74M | Buy |
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|
2022
Q1 | $3M | Buy |
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|
2021
Q4 | $2.19M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $266K | Buy |
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