GRP
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Global Retirement Partners’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History

Global Retirement Partners’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
2025
Q4 		$38.2K Sell
501
-99
-17% -$7.55K ﹤0.01% 2513
2025
Q3 		$45.6K Sell
600
-238
-28% -$17.9K ﹤0.01% 1948
2025
Q2 		$61.7K Buy
+838
New +$57K ﹤0.01% 1657
2024
Q4 		$59.9K Sell
837
-89
-10% -$6.42K ﹤0.01% 1532
2024
Q3 		$65.9K Sell
926
-257
-22% -$17.6K ﹤0.01% 1423
2024
Q2 		$80.8K Buy
1,183
+2
+0.2% +$133 ﹤0.01% 1301
2024
Q1 		$80.1K Sell
1,181
-20
-2% -$1.29K ﹤0.01% 1174
2023
Q4 		$73.3K Buy
1,201
+5
+0.4% +$284 ﹤0.01% 1192
2023
Q3 		$65K Buy
1,196
+3
+0.3% +$169 ﹤0.01% 1134
2023
Q2 		$67.3K Sell
1,193
-1,531
-56% -$81.1K ﹤0.01% 1130
2023
Q1 		$141K Buy
2,724
+17
+0.6% +$877 0.01% 798
2022
Q4 		$135K Hold
2,707
– – 0.01% 717
2022
Q3 		$132K Buy
2,707
+22
+0.8% +$1.09K 0.01% 693
2022
Q2 		$128K Hold
2,685
– – 0.01% 673
2022
Q1 		$133K Buy
+2,685
New +$147K 0.01% 663
2021
Q4 		– Sell
-2,691
Closed -$145K – 1385
2021
Q3 		$145K Buy
2,691
+6
+0.2% +$333 0.01% 551
2021
Q2 		$143K Buy
2,685
+7
+0.3% +$361 0.01% 538
2021
Q1 		$131K Buy
2,678
+7
+0.3% +$330 0.02% 502
2020
Q4 		$126K Buy
2,671
+7
+0.3% +$316 0.02% 477
2020
Q3 		$113K Buy
2,664
+8
+0.3% +$338 0.02% 465
2020
Q2 		$103K Sell
2,656
-3,446
-56% -$128K 0.02% 484
2020
Q1 		$206K Sell
6,102
-168
-3% -$6.57K 0.04% 318
2019
Q4 		$258K Sell
6,270
-1,494
-19% -$58.9K 0.04% 336
2019
Q3 		$298K Buy
7,764
+1,874
+32% +$71.3K 0.05% 295
2019
Q2 		$222K Buy
5,890
+111
+2% +$4.1K 0.04% 327
2019
Q1 		$207K Buy
5,779
+1,973
+52% +$66.6K 0.05% 298
2018
Q4 		$118K Buy
3,806
+11
+0.3% +$363 0.03% 363
2018
Q3 		$133K Buy
3,795
+11
+0.3% +$384 0.03% 357
2018
Q2 		$127K Hold
3,784
– – 0.03% 348
2018
Q1 		$124K Buy
+3,784
New +$126K 0.03% 345

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
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
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
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

Global Retirement Partners's PSET Position: Q4 2025 in Review

Global Retirement Partners reduced its Principal Exchange-Traded Funds Principal Quality ETF (PSET) stake by 17% in Q4 2025, selling an estimated $7.55K and leaving 501 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2513.

Global Retirement Partners first reported a position in PSET in Q1 2018 and has held it in 30 quarters since. The position peaked at $298K in Q3 2019. 21 funds tracked by Wall St. Rank hold PSET as of Q4 2025.

  • Global Retirement Partners held 501 shares of Principal Exchange-Traded Funds Principal Quality ETF worth $38.2K as of Q4 2025.
  • Global Retirement Partners sold 99 Principal Exchange-Traded Funds Principal Quality ETF shares in Q4 2025, an estimated $7.55K.
  • Principal Exchange-Traded Funds Principal Quality ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2513 holding.
  • Global Retirement Partners first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q1 2018 and has held it in 30 quarters since.
  • Global Retirement Partners's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $298K in Q3 2019.
  • 21 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.