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John Overdeck’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History

John Overdeck’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
Q1 		– Sell
-9,500
Closed -$725K – 4854
2025
Q4 		$725K Buy
9,500
+6,200
+188% +$473K ﹤0.01% 3116
2025
Q3 		$251K Sell
3,300
-6,100
-65% -$458K ﹤0.01% 3296
2025
Q2 		$692K Buy
+9,400
New +$639K ﹤0.01% 2443

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 $445B AUM 25.58% 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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

John Overdeck's PSET Position: Q1 2026 in Review

John Overdeck sold out of Principal Exchange-Traded Funds Principal Quality ETF (PSET) in Q1 2026, closing a stake of 9,500 shares — an estimated $725K sold.

John Overdeck first reported a position in PSET in Q2 2025 and held it in 3 quarters. The position peaked at $725K in Q4 2025. 18 funds tracked by Wall St. Rank hold PSET as of Q1 2026.

  • John Overdeck reported no remaining Principal Exchange-Traded Funds Principal Quality ETF position as of Q1 2026 after selling out during the quarter.
  • John Overdeck sold 9,500 Principal Exchange-Traded Funds Principal Quality ETF shares in Q1 2026, an estimated $725K.
  • John Overdeck first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q2 2025 and held it in 3 quarters.
  • John Overdeck's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $725K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.