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Jeff Yass’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History

Jeff Yass’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 		$628K Buy
+8,290
New +$617K ﹤0.01% 9367
2025
Q1 		– Sell
-8,483
Closed -$607K – 13250
2024
Q4 		$607K Sell
8,483
-2,437
-22% -$176K ﹤0.01% 8201
2024
Q3 		$777K Sell
10,920
-4,259
-28% -$291K ﹤0.01% 7407
2024
Q2 		$1.04M Buy
15,179
+9,794
+182% +$650K ﹤0.01% 6501
2024
Q1 		$365K Sell
5,385
-3,494
-39% -$225K ﹤0.01% 9251
2023
Q4 		$544K Buy
+8,879
New +$504K ﹤0.01% 8456
2021
Q2 		– Sell
-29,434
Closed -$1.44M – 13111
2021
Q1 		$1.44M Sell
29,434
-6,144
-17% -$290K ﹤0.01% 6750
2020
Q4 		$1.68M Sell
35,578
-13,012
-27% -$588K ﹤0.01% 5481
2020
Q3 		$2.07M Buy
+48,590
New +$2.05M ﹤0.01% 4550
2020
Q1 		– Sell
-17,084
Closed -$704K – 10747
2019
Q4 		$704K Hold
17,084
– – ﹤0.01% 6254
2019
Q3 		$655K Buy
+17,084
New +$650K ﹤0.01% 6672
2019
Q2 		– Sell
-6,388
Closed -$229K – 10704
2019
Q1 		$229K Sell
6,388
-495
-7% -$16.7K ﹤0.01% 7669
2018
Q4 		$214K Sell
6,883
-3,612
-34% -$119K ﹤0.01% 7617
2018
Q3 		$369K Buy
+10,495
New +$366K ﹤0.01% 7069

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
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Jeff Yass's PSET Position: Q2 2026 in Review

Jeff Yass opened a new position in Principal Exchange-Traded Funds Principal Quality ETF (PSET) in Q2 2026: 8,290 shares worth $628K. The stake represents ﹤0.01% of the portfolio and ranks #9367 among its holdings. This is a return to the name: Jeff Yass previously reported a position in PSET as recently as Q4 2024.

Jeff Yass first reported a position in PSET in Q3 2018 and has held it in 14 quarters since. The position peaked at $2.07M in Q3 2020. 22 funds tracked by Wall St. Rank hold PSET as of Q2 2026.

  • Jeff Yass held 8,290 shares of Principal Exchange-Traded Funds Principal Quality ETF worth $628K as of Q2 2026.
  • Principal Exchange-Traded Funds Principal Quality ETF was a new Jeff Yass position in Q2 2026.
  • Principal Exchange-Traded Funds Principal Quality ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9367 holding.
  • Jeff Yass first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q3 2018 and has held it in 14 quarters since.
  • Jeff Yass's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $2.07M in Q3 2020.
  • 22 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.