KAS
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Kestra Advisory Services’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History

Kestra Advisory Services’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
-852
Closed -$65K – 4099
2025
Q4 		$65K Buy
+852
New +$65K ﹤0.01% 3771

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
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
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 $94B AUM 20.14% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Kestra Advisory Services's PSET Position: Q1 2026 in Review

Kestra Advisory Services sold out of Principal Exchange-Traded Funds Principal Quality ETF (PSET) in Q1 2026, closing a stake of 852 shares — an estimated $65K sold.

Kestra Advisory Services first reported a position in PSET in Q4 2025 and held it in 1 quarter. The position peaked at $65K in Q4 2025. 18 funds tracked by Wall St. Rank hold PSET as of Q1 2026.

  • Kestra Advisory Services reported no remaining Principal Exchange-Traded Funds Principal Quality ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 852 Principal Exchange-Traded Funds Principal Quality ETF shares in Q1 2026, an estimated $65K.
  • Kestra Advisory Services first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $65K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.