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Spire Wealth Management’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History

Spire Wealth 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
2024
Q3 		– Sell
-262
Closed -$17.9K – 2248
2024
Q2 		$17.9K Buy
262
+1
+0.4% +$66 ﹤0.01% 1478
2024
Q1 		$17.7K Buy
+261
New +$16.8K ﹤0.01% 1556

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Spire Wealth Management's PSET Position: Q3 2024 in Review

Spire Wealth Management sold out of Principal Exchange-Traded Funds Principal Quality ETF (PSET) in Q3 2024, closing a stake of 262 shares — an estimated $17.9K sold.

Spire Wealth Management first reported a position in PSET in Q1 2024 and held it in 2 quarters. The position peaked at $17.9K in Q2 2024. 17 funds tracked by Wall St. Rank hold PSET as of Q3 2024.

  • Spire Wealth Management reported no remaining Principal Exchange-Traded Funds Principal Quality ETF position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 262 Principal Exchange-Traded Funds Principal Quality ETF shares in Q3 2024, an estimated $17.9K.
  • Spire Wealth Management first reported a position in Principal Exchange-Traded Funds Principal Quality ETF in Q1 2024 and held it in 2 quarters.
  • Spire Wealth Management's Principal Exchange-Traded Funds Principal Quality ETF position peaked at $17.9K in Q2 2024.
  • 17 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Quality ETF as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.