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 Q3	–	Sell	-5,708	Closed	-$433K	–	1601
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

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

Golden State Wealth Management Santa Ana, California $1.1B AUM 19.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Smartleaf Asset Management Boston, Massachusetts $3.49B AUM 19.81% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prospera Financial Services's PSET Position: Q3 2026 in Review

Prospera Financial Services sold out of Principal Exchange-Traded Funds Principal Quality ETF (PSET) in Q3 2026, closing a stake of 5,708 shares — an estimated $433K sold.

Prospera Financial Services first reported a position in PSET in Q2 2024 and held it in 9 quarters. The position peaked at $435K in Q4 2025. 14 funds tracked by Wall St. Rank hold PSET as of Q3 2026.

Prospera Financial Services reported no remaining Principal Exchange-Traded Funds Principal Quality ETF position as of Q3 2026 after selling out during the quarter.
Prospera Financial Services sold 5,708 Principal Exchange-Traded Funds Principal Quality ETF shares in Q3 2026, an estimated $433K.
Prospera Financial Services first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q2 2024 and held it in 9 quarters.
Prospera Financial Services's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $435K in Q4 2025.
14 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.