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Addison Advisors’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Addison Advisors’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
2023
Q1 		– Sell
-343
Closed -$13.4K – 753
2022
Q4 		$13.4K Buy
+343
New +$13.6K 0.01% 420
2022
Q3 		– Sell
-347
Closed -$13K – 755
2022
Q2 		$13K Buy
347
+261
+303% +$10.7K 0.01% 412
2022
Q1 		$4K Buy
+86
New +$3.82K ﹤0.01% 542

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Addison Advisors's PSC Position: Q1 2023 in Review

Addison Advisors sold out of Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q1 2023, closing a stake of 343 shares — an estimated $13.4K sold.

Addison Advisors first reported a position in PSC in Q1 2022 and held it in 3 quarters. The position peaked at $13.4K in Q4 2022. 12 funds tracked by Wall St. Rank hold PSC as of Q1 2023.

  • Addison Advisors reported no remaining Principal Exchange-Traded Funds Principal US Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Addison Advisors sold 343 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2023, an estimated $13.4K.
  • Addison Advisors first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q1 2022 and held it in 3 quarters.
  • Addison Advisors's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $13.4K in Q4 2022.
  • 12 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2023.

Based on Addison Advisors's 13F filing for Q1 2023, filed 9 May 2023.