PFS
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Prospera Financial Services’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History

Prospera Financial 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
Q2 		$433K Buy
5,708
+2
+0% +$149 0.01% 1100
2026
Q1 		$397K Buy
5,706
+1
+0% +$74 0.01% 1095
2025
Q4 		$435K Hold
5,705
– – 0.01% 975
2025
Q3 		$434K Hold
5,705
– – 0.01% 990
2025
Q2 		$420K Buy
5,705
+200
+4% +$13.6K 0.01% 967
2025
Q1 		$363K Buy
5,505
+300
+6% +$21.3K 0.01% 910
2024
Q4 		$373K Buy
5,205
+530
+11% +$38.3K 0.01% 842
2024
Q3 		$333K Hold
4,675
– – 0.01% 878
2024
Q2 		$319K Buy
+4,675
New +$310K 0.01% 895

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
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
AssetMark Inc
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

Prospera Financial Services's PSET Position: Q2 2026 in Review

Prospera Financial Services increased its Principal Exchange-Traded Funds Principal Quality ETF (PSET) stake by 0.04% in Q2 2026, buying an estimated $149 and bringing the position to 5,708 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #1100.

Prospera Financial Services first reported a position in PSET in Q2 2024 and has held it in 9 quarters since. The position peaked at $435K in Q4 2025. 9 funds tracked by Wall St. Rank hold PSET as of Q2 2026.

  • Prospera Financial Services held 5,708 shares of Principal Exchange-Traded Funds Principal Quality ETF worth $433K as of Q2 2026.
  • Prospera Financial Services bought 2 Principal Exchange-Traded Funds Principal Quality ETF shares in Q2 2026, an estimated $149.
  • Principal Exchange-Traded Funds Principal Quality ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1100 holding.
  • Prospera Financial Services first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q2 2024 and has held it in 9 quarters since.
  • Prospera Financial Services's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $435K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.