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360 Financial’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

360 Financial’s Portfolio PSC Stock Details PSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.59M Sell
51,185
-1,686
-3% -$108K 0.91% 16
2026
Q1 		$3.03M Sell
52,871
-1,596
-3% -$95K 0.91% 18
2025
Q4 		$3.14M Buy
+54,467
New +$3.11M 0.95% 18

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

360 Financial's PSC Position: Q2 2026 in Review

360 Financial reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 3.2% in Q2 2026, selling an estimated $108K and leaving 51,185 shares worth $3.59M. The position accounts for 0.91% of the portfolio, ranked #16.

360 Financial first reported a position in PSC in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • 360 Financial held 51,185 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $3.59M as of Q2 2026.
  • 360 Financial sold 1,686 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $108K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.91% of 360 Financial's portfolio in Q2 2026, its #16 holding.
  • 360 Financial first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on 360 Financial's 13F filing for Q2 2026, filed 11 Aug 2026.