Farther Finance Advisors, LLC PSET PRINCIPAL QUALITY ETF

Ownership history in Farther Finance Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported PRINCIPAL QUALITY ETF (PSET) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows PSET at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PSET ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in PRINCIPAL QUALITY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PSET was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Farther Finance Advisors, LLC held PSET — position size vs. price
% of Fund (quarterly)    PSET price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 599 0% 0.00% $42K 2026-04-07 $70.13
2025 Q4 ADDED 599 +300 +100.3% 0.00% $46K 2026-01-23 $75.92
2025 Q3 UNCHANGED 299 0% 0.00% $23K 2025-10-14 $75.46
2025 Q2 INITIATED 299 0.00% $22K 2025-07-11 $73.37

FAQ About Farther Finance Advisors, LLC and PSET

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning PSET?

Farther Finance Advisors, LLC reported PSET across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported PSET position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for PSET was 0.00% in 2025 Q4.

What is the latest reported PSET position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 599 shares, equal to 0.00% of portfolio, with an estimated market value of $42K.

What does the chart on this PSET ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly PSET portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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