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

Farther Finance 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
2026
Q2 		$22.7K Sell
299
-300
-50% -$22.3K ﹤0.01% 3885
2026
Q1 		$41.9K Hold
599
– – ﹤0.01% 3113
2025
Q4 		$45.7K Buy
599
+300
+100% +$22.9K ﹤0.01% 2884
2025
Q3 		$22.8K Hold
299
– – ﹤0.01% 2956
2025
Q2 		$22K Buy
+299
New +$20.3K ﹤0.01% 2620

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
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 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

Farther Finance Advisors's PSET Position: Q2 2026 in Review

Farther Finance Advisors reduced its Principal Exchange-Traded Funds Principal Quality ETF (PSET) stake by 50% in Q2 2026, selling an estimated $22.3K and leaving 299 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3885.

Farther Finance Advisors first reported a position in PSET in Q2 2025 and has held it in 5 quarters since. The position peaked at $45.7K in Q4 2025. 9 funds tracked by Wall St. Rank hold PSET as of Q2 2026.

  • Farther Finance Advisors held 299 shares of Principal Exchange-Traded Funds Principal Quality ETF worth $22.7K as of Q2 2026.
  • Farther Finance Advisors sold 300 Principal Exchange-Traded Funds Principal Quality ETF shares in Q2 2026, an estimated $22.3K.
  • Principal Exchange-Traded Funds Principal Quality ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3885 holding.
  • Farther Finance Advisors first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q2 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $45.7K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.