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 Q2	$401K	Hold	5,334	–	–	0.01%	608
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

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Smartleaf Asset Management's PSET Position: Q2 2026 in Review

Smartleaf Asset Management held its Principal Exchange-Traded Funds Principal Quality ETF (PSET) position steady in Q2 2026 at 5,334 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #608.

Smartleaf Asset Management first reported a position in PSET in Q4 2023 and has held it in 11 quarters since. 22 funds tracked by Wall St. Rank hold PSET as of Q2 2026.

Smartleaf Asset Management held 5,334 shares of Principal Exchange-Traded Funds Principal Quality ETF worth $401K as of Q2 2026.
Smartleaf Asset Management left its Principal Exchange-Traded Funds Principal Quality ETF share count unchanged in Q2 2026.
Principal Exchange-Traded Funds Principal Quality ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #608 holding.
Smartleaf Asset Management first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q4 2023 and has held it in 11 quarters since.
22 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.