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Princ ipal exchange traded fd prin price idx shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Princ ipal exchange traded fd prin price idx (PSET) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Princ ipal exchange traded fd prin price idx

Tip: Access up to 7 years of quarterly data

All positions including Princ ipal exchange traded fd prin price idx held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Princ ipal exchange traded fd prin price idx by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 28k 76.11
2025-06-30 $2.2M 29k 73.60
2025-03-31 $2.0M 30k 66.01
2024-12-31 $2.1M 30k 71.57

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

Top funds holding Princ ipal exchange traded fd prin price idx

Principal Securities
Envestnet Asset Management
LPL Financial
Advisor Group Holdings
Golden State Wealth Management
Goldman Sachs Group
Raymond James Financial
Capital Investment Advisory Services
Cetera Investment Advisers
Prospera Financial Services
Commonwealth Equity Services
Principal Financial Group
Smartleaf Asset Management
Koshinski Asset Management
Two Sigma Investments

View all funds holding Princ ipal exchange traded fd prin price idx