Koshinski Asset Management’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History

Koshinski Asset 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	$289K	Sell	3,813 -17	-0.4%	-$1.27K	0.02%	628
2026 Q1	$266K	Hold	3,830	–	–	0.02%	613
2025 Q4	$292K	Hold	3,830	–	–	0.02%	570
2025 Q3	$291K	Hold	3,830	–	–	0.02%	571
2025 Q2	$282K	Hold	3,830	–	–	0.02%	549
2025 Q1	$253K	Hold	3,830	–	–	0.02%	535
2024 Q4	$274M	Hold	3,830	–	–	0.02%	509
2024 Q3	$273K	Hold	3,830	–	–	0.02%	514
2024 Q2	$264K	Hold	3,830	–	–	0.02%	490
2024 Q1	$260K	Sell	3,830 -3,130	-45%	-$202K	0.03%	463
2023 Q4	$426K	Buy	6,960 +3,015	+76%	+$171K	0.06%	304
2023 Q3	$215K	Sell	3,945 -125	-3%	-$7.06K	0.02%	510
2023 Q2	$230K	Sell	4,070 -700	-15%	-$37.1K	0.02%	521
2023 Q1	$251K	Hold	4,770	–	–	0.02%	469
2022 Q4	$238K	Hold	4,770	–	–	0.02%	522
2022 Q3	$214K	Hold	4,770	–	–	0.03%	483
2022 Q2	$228K	Hold	4,770	–	–	0.02%	526
2022 Q1	$265K	Buy	4,770 +700	+17%	+$38.2K	0.02%	505
2021 Q4	$247K	Buy	+4,070	New	+$233K	0.02%	558

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

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 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

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

Koshinski Asset Management's PSET Position: Q2 2026 in Review

Koshinski Asset Management reduced its Principal Exchange-Traded Funds Principal Quality ETF (PSET) stake by 0.44% in Q2 2026, selling an estimated $1.27K and leaving 3,813 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #628.

Koshinski Asset Management first reported a position in PSET in Q4 2021 and has held it in 19 quarters since. The position peaked at $274M in Q4 2024. 9 funds tracked by Wall St. Rank hold PSET as of Q2 2026.

Koshinski Asset Management held 3,813 shares of Principal Exchange-Traded Funds Principal Quality ETF worth $289K as of Q2 2026.
Koshinski Asset Management sold 17 Principal Exchange-Traded Funds Principal Quality ETF shares in Q2 2026, an estimated $1.27K.
Principal Exchange-Traded Funds Principal Quality ETF made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #628 holding.
Koshinski Asset Management first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q4 2021 and has held it in 19 quarters since.
Koshinski Asset Management's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $274M in Q4 2024.
9 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.