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Legacy CG’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History

Legacy CG’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
2022
Q4 		– Sell
-99,695
Closed -$4.46M – 52
2022
Q3 		$4.46M Buy
99,695
+18,179
+22% +$901K 2.94% 7
2022
Q2 		$3.89M Buy
81,516
+14,287
+21% +$730K 2.68% 8
2022
Q1 		$3.74M Buy
67,229
+1,549
+2% +$84.6K 2.43% 12
2021
Q4 		$3.98M Buy
+65,680
New +$3.77M 2.39% 11

Other funds holding PSET

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy CG's PSET Position: Q4 2022 in Review

Legacy CG sold out of Principal Exchange-Traded Funds Principal Quality ETF (PSET) in Q4 2022, closing a stake of 99,695 shares — an estimated $4.46M sold.

Legacy CG first reported a position in PSET in Q4 2021 and held it in 4 quarters. The position peaked at $4.46M in Q3 2022. 11 funds tracked by Wall St. Rank hold PSET as of Q4 2022.

  • Legacy CG reported no remaining Principal Exchange-Traded Funds Principal Quality ETF position as of Q4 2022 after selling out during the quarter.
  • Legacy CG sold 99,695 Principal Exchange-Traded Funds Principal Quality ETF shares in Q4 2022, an estimated $4.46M.
  • Legacy CG first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q4 2021 and held it in 4 quarters.
  • Legacy CG's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $4.46M in Q3 2022.
  • 11 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q4 2022.

Based on Legacy CG's 13F filing for Q4 2022, filed 13 Feb 2023.