LPL Financial’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Buy |
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|
2025
Q1 | $4.06M | Buy |
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|
2024
Q4 | $3.97M | Buy |
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|
2024
Q3 | $3.82M | Buy |
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|
2024
Q2 | $3.49M | Buy |
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|
2024
Q1 | $3.22M | Buy |
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|
2023
Q4 | $778K | Buy |
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|
2023
Q3 | $637K | Buy |
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|
2023
Q2 | $463K | Buy |
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|
2023
Q1 | $429K | Sell |
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|
2022
Q4 | $439K | Sell |
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|
2022
Q3 | $423K | Sell |
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|
2022
Q2 | $473K | Sell |
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|
2022
Q1 | $562K | Buy |
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|
2021
Q4 | $593K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $307K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $671K | Buy |
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