Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / QUALITY ETF
-
Number of holders
-
14
-
Total 13F shares, excl. options
-
725,003
-
Shares change
-
+49,035
-
Total reported value, excl. options
-
$49,169,303
-
Value change
-
+$4,615,973
-
Number of buys
-
8
-
Number of sells
-
-8
-
Price
-
$67.82
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - QUALITY ETF (PSET) as of Q1 2024
17 filings reported holding PSET - PRINCIPAL EXCHANGE TRADED FD - QUALITY ETF as of Q1 2024.
PRINCIPAL EXCHANGE TRADED FD - QUALITY ETF (PSET) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 725,003 shares
.
Largest 10 shareholders include PRINCIPAL SECURITIES, INC. (220,736 shares), ENVESTNET ASSET MANAGEMENT INC (209,541 shares), Cetera Investment Advisers (186,920 shares), LPL Financial LLC (47,422 shares), OSAIC HOLDINGS, INC. (36,693 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (5,385 shares), COMMONWEALTH EQUITY SERVICES, LLC (4,987 shares), RAYMOND JAMES & ASSOCIATES (4,583 shares), Koshinski Asset Management, Inc. (3,830 shares), and MORGAN STANLEY (2,906 shares).
This table shows the top 14 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.