LPL Financial
PSET icon

LPL Financial’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History

LPL Financial’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 		$3.85M Sell
55,344
-562
-1% -$41.6K ﹤0.01% 2869
2025
Q4 		$4.27M Sell
55,906
-6,189
-10% -$472K ﹤0.01% 2672
2025
Q3 		$4.73M Sell
62,095
-1,718
-3% -$129K ﹤0.01% 2522
2025
Q2 		$4.7M Buy
63,813
+2,245
+4% +$153K ﹤0.01% 2357
2025
Q1 		$4.06M Buy
61,568
+6,164
+11% +$437K ﹤0.01% 2324
2024
Q4 		$3.97M Buy
55,404
+1,686
+3% +$122K ﹤0.01% 2260
2024
Q3 		$3.82M Buy
53,718
+2,661
+5% +$182K ﹤0.01% 2196
2024
Q2 		$3.49M Buy
51,057
+3,635
+8% +$241K ﹤0.01% 2139
2024
Q1 		$3.22M Buy
47,422
+34,727
+274% +$2.24M ﹤0.01% 2130
2023
Q4 		$778K Buy
12,695
+1,019
+9% +$57.9K ﹤0.01% 3277
2023
Q3 		$637K Buy
11,676
+3,469
+42% +$196K ﹤0.01% 3282
2023
Q2 		$463K Buy
8,207
+42
+0.5% +$2.23K ﹤0.01% 3512
2023
Q1 		$429K Sell
8,165
-646
-7% -$33.3K ﹤0.01% 3454
2022
Q4 		$439K Sell
8,811
-636
-7% -$31.2K ﹤0.01% 3370
2022
Q3 		$423K Sell
9,447
-460
-5% -$22.8K ﹤0.01% 3305
2022
Q2 		$473K Sell
9,907
-205
-2% -$10.5K ﹤0.01% 3257
2022
Q1 		$562K Buy
10,112
+321
+3% +$17.5K ﹤0.01% 3100
2021
Q4 		$593K Buy
+9,791
New +$562K ﹤0.01% 3128
2020
Q3 		– Sell
-7,878
Closed -$307K – 3608
2020
Q2 		$307K Buy
+7,878
New +$292K ﹤0.01% 2818
2019
Q3 		– Sell
-17,779
Closed -$671K – 3364
2019
Q2 		$671K Buy
+17,779
New +$657K ﹤0.01% 2027

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
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
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

LPL Financial's PSET Position: Q1 2026 in Review

LPL Financial reduced its Principal Exchange-Traded Funds Principal Quality ETF (PSET) stake by 1% in Q1 2026, selling an estimated $41.6K and leaving 55,344 shares worth $3.85M. The position accounts for ﹤0.01% of the portfolio, ranked #2869.

LPL Financial first reported a position in PSET in Q2 2019 and has held it in 20 quarters since. The position peaked at $4.73M in Q3 2025. 18 funds tracked by Wall St. Rank hold PSET as of Q1 2026.

  • LPL Financial held 55,344 shares of Principal Exchange-Traded Funds Principal Quality ETF worth $3.85M as of Q1 2026.
  • LPL Financial sold 562 Principal Exchange-Traded Funds Principal Quality ETF shares in Q1 2026, an estimated $41.6K.
  • Principal Exchange-Traded Funds Principal Quality ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2869 holding.
  • LPL Financial first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q2 2019 and has held it in 20 quarters since.
  • LPL Financial's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $4.73M in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.