PRINCIPAL EXCHANGE TRADED FD

Ticker: PSET CUSIP: 74255Y201 Class: ETF

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 501 Value ($000) $38 Avg Close Range
Q3 2025
Shares 600 Value ($000) $46 Avg Close Range
Q2 2025
Shares 838 Value ($000) $62 Avg Close Range
Q4 2024
Shares 837 Value ($000) $60 Avg Close Range
Q3 2024
Shares 926 Value ($000) $66 Avg Close Range
Q2 2024
Shares 1,183 Value ($000) $81 Avg Close Range
Q1 2024
Shares 1,181 Value ($000) $80 Avg Close Range
Q4 2023
Shares 1,201 Value ($000) $73 Avg Close Range
Q3 2023
Shares 1,196 Value ($000) $65 Avg Close Range
Q2 2023
Shares 1,193 Value ($000) $67 Avg Close Range
Q1 2023
Shares 2,724 Value ($000) $141 Avg Close Range
Q4 2022
Shares 2,707 Value ($000) $135 Avg Close Range
Q3 2022
Shares 2,707 Value ($000) $132 Avg Close Range
Q2 2022
Shares 2,685 Value ($000) $128 Avg Close Range
Q1 2022
Shares 2,685 Value ($000) $133 Avg Close Range
Q3 2021
Shares 2,691 Value ($000) $145 Avg Close Range
Q2 2021
Shares 2,685 Value ($000) $143 Avg Close Range
Q1 2021
Shares 2,678 Value ($000) $131 Avg Close Range
Q4 2020
Shares 2,671 Value ($000) $126 Avg Close Range
Q3 2020
Shares 2,664 Value ($000) $113 Avg Close Range
Q2 2020
Shares 2,656 Value ($000) $103 Avg Close Range
Q1 2020
Shares 6,102 Value ($000) $206 Avg Close Range
Q4 2019
Shares 6,270 Value ($000) $258 Avg Close Range
Q3 2019
Shares 7,764 Value ($000) $298 Avg Close Range
Q2 2019
Shares 5,890 Value ($000) $222 Avg Close Range
Q1 2019
Shares 5,779 Value ($000) $207 Avg Close Range
Q4 2018
Shares 3,806 Value ($000) $118 Avg Close Range
Q3 2018
Shares 3,795 Value ($000) $133 Avg Close Range
Q2 2018
Shares 3,784 Value ($000) $127 Avg Close Range
Q1 2018
Shares 3,784 Value ($000) $124 Avg Close Range