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
2026
Q2 		$38K Buy
+502
New +$37.4K ﹤0.01% 2694
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
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Global Retirement Partners's PSET Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Principal Exchange-Traded Funds Principal Quality ETF (PSET) in Q2 2026: 502 shares worth $38K. The stake represents ﹤0.01% of the portfolio and ranks #2694 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PSET as recently as Q4 2025.

Global Retirement Partners first reported a position in PSET in Q1 2018 and has held it in 31 quarters since. The position peaked at $298K in Q3 2019. 22 funds tracked by Wall St. Rank hold PSET as of Q2 2026.

  • Global Retirement Partners held 502 shares of Principal Exchange-Traded Funds Principal Quality ETF worth $38K as of Q2 2026.
  • Principal Exchange-Traded Funds Principal Quality ETF was a new Global Retirement Partners position in Q2 2026.
  • Principal Exchange-Traded Funds Principal Quality ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2694 holding.
  • Global Retirement Partners first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q1 2018 and has held it in 31 quarters since.
  • Global Retirement Partners's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $298K in Q3 2019.
  • 22 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.