Golden State Wealth Management’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History

Golden State Wealth Management’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	$1.86M	Sell	24,549 -1,108	-4%	-$82.5K	0.17%	123
2026 Q1	$1.79M	Sell	25,657 -2,193	-8%	-$162K	0.2%	107
2025 Q4	$2.13M	Sell	27,850 -261	-0.9%	-$19.9K	0.22%	88
2025 Q3	$2.14M	Sell	28,111 -1,298	-4%	-$97.4K	0.24%	81
2025 Q2	$2.16M	Sell	29,409 -745	-2%	-$50.6K	0.26%	76
2025 Q1	$1.99M	Buy	30,154 +311	+1%	+$22.1K	0.3%	68
2024 Q4	$2.14M	Buy	+29,843	New	+$2.15M	0.32%	67

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

CIAS

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

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 Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Golden State Wealth Management's PSET Position: Q2 2026 in Review

Golden State Wealth Management reduced its Principal Exchange-Traded Funds Principal Quality ETF (PSET) stake by 4.3% in Q2 2026, selling an estimated $82.5K and leaving 24,549 shares worth $1.86M. The position accounts for 0.17% of the portfolio, ranked #123.

Golden State Wealth Management first reported a position in PSET in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.16M in Q2 2025. 9 funds tracked by Wall St. Rank hold PSET as of Q2 2026.

Golden State Wealth Management held 24,549 shares of Principal Exchange-Traded Funds Principal Quality ETF worth $1.86M as of Q2 2026.
Golden State Wealth Management sold 1,108 Principal Exchange-Traded Funds Principal Quality ETF shares in Q2 2026, an estimated $82.5K.
Principal Exchange-Traded Funds Principal Quality ETF made up 0.17% of Golden State Wealth Management's portfolio in Q2 2026, its #123 holding.
Golden State Wealth Management first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $2.16M in Q2 2025.
9 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.