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

Raymond James 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 		$562K Buy
8,071
+913
+13% +$67.6K ﹤0.01% 4276
2025
Q4 		$546K Sell
7,158
-290
-4% -$22.1K ﹤0.01% 4210
2025
Q3 		$567K Sell
7,448
-1,260
-14% -$94.6K ﹤0.01% 4033
2025
Q2 		$641K Buy
8,708
+1,023
+13% +$69.5K ﹤0.01% 3850
2025
Q1 		$507K Buy
7,685
+1,527
+25% +$108K ﹤0.01% 3931
2024
Q4 		$441K Buy
+6,158
New +$445K ﹤0.01% 3982

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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

Raymond James Financial's PSET Position: Q1 2026 in Review

Raymond James Financial increased its Principal Exchange-Traded Funds Principal Quality ETF (PSET) stake by 13% in Q1 2026, buying an estimated $67.6K and bringing the position to 8,071 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #4276.

Raymond James Financial first reported a position in PSET in Q4 2024 and has held it in 6 quarters since. The position peaked at $641K in Q2 2025. 18 funds tracked by Wall St. Rank hold PSET as of Q1 2026.

  • Raymond James Financial held 8,071 shares of Principal Exchange-Traded Funds Principal Quality ETF worth $562K as of Q1 2026.
  • Raymond James Financial bought 913 Principal Exchange-Traded Funds Principal Quality ETF shares in Q1 2026, an estimated $67.6K.
  • Principal Exchange-Traded Funds Principal Quality ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4276 holding.
  • Raymond James Financial first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $641K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.