Smartleaf Asset Management’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History

Smartleaf Asset Management’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	$362K	Buy	5,334 +239	+5%	+$17.7K	0.01%	613
2025 Q4	$392K	Buy	5,095 +1,019	+25%	+$77.7K	0.01%	581
2025 Q3	$309K	Sell	4,076 -58	-1%	-$4.35K	0.02%	588
2025 Q2	$302K	Sell	4,134 -345	-8%	-$23.5K	0.03%	481
2025 Q1	$294K	Buy	4,479 +1,839	+70%	+$130K	0.03%	469
2024 Q4	$190K	Buy	2,640 +1,253	+90%	+$90.5K	0.02%	561
2024 Q3	$98.6K	Buy	1,387 +620	+81%	+$42.3K	0.01%	713
2024 Q2	$52.4K	Buy	767 +210	+38%	+$13.9K	0.01%	730
2024 Q1	$37.7K	Buy	557 +163	+41%	+$10.5K	0.01%	741
2023 Q4	$24.2K	Buy	+394	New	+$22.4K	0.01%	648

Other funds holding PSET

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Smartleaf Asset Management's PSET Position: Q1 2026 in Review

Smartleaf Asset Management increased its Principal Exchange-Traded Funds Principal Quality ETF (PSET) stake by 4.7% in Q1 2026, buying an estimated $17.7K and bringing the position to 5,334 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #613.

Smartleaf Asset Management first reported a position in PSET in Q4 2023 and has held it in 10 quarters since. The position peaked at $392K in Q4 2025. 18 funds tracked by Wall St. Rank hold PSET as of Q1 2026.

Smartleaf Asset Management held 5,334 shares of Principal Exchange-Traded Funds Principal Quality ETF worth $362K as of Q1 2026.
Smartleaf Asset Management bought 239 Principal Exchange-Traded Funds Principal Quality ETF shares in Q1 2026, an estimated $17.7K.
Principal Exchange-Traded Funds Principal Quality ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #613 holding.
Smartleaf Asset Management first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $392K in Q4 2025.
18 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.