Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / QUALITY ETF
-
Number of holders
-
12
-
Total 13F shares, excl. options
-
427,935
-
Shares change
-
+60,748
-
Total reported value, excl. options
-
$24,141,502
-
Value change
-
+$3,426,467
-
Number of buys
-
8
-
Number of sells
-
-3
-
Price
-
$56.41
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - QUALITY ETF (PSET) as of Q2 2023
12 filings reported holding PSET - PRINCIPAL EXCHANGE TRADED FD - QUALITY ETF as of Q2 2023.
PRINCIPAL EXCHANGE TRADED FD - QUALITY ETF (PSET) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 427,935 shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (218,373 shares), Cetera Advisors LLC (84,162 shares), PRINCIPAL FINANCIAL GROUP INC (43,566 shares), OSAIC HOLDINGS, INC. (36,094 shares), GOLDMAN SACHS GROUP INC (21,026 shares), LPL Financial LLC (8,207 shares), Dynamic Advisor Solutions LLC (6,899 shares), COMMONWEALTH EQUITY SERVICES, LLC (4,154 shares), Koshinski Asset Management, Inc. (4,070 shares), and Global Retirement Partners, LLC (1,193 shares).
This table shows the top 12 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.