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Advisor Group’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Advisor Group’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
2019
Q4 		$562K Buy
17,251
+2,030
+13% +$63.9K ﹤0.01% 1589
2019
Q3 		$468K Buy
15,221
+1,860
+14% +$57.3K ﹤0.01% 1665
2019
Q2 		$420K Buy
13,361
+1,192
+10% +$37.2K ﹤0.01% 1742
2019
Q1 		$379K Buy
+12,169
New +$374K ﹤0.01% 1792

Other funds holding PSC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

Advisor Group's PSC Position: Q4 2019 in Review

Advisor Group increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 13% in Q4 2019, buying an estimated $63.9K and bringing the position to 17,251 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

Advisor Group first reported a position in PSC in Q1 2019 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold PSC as of Q4 2019.

  • Advisor Group held 17,251 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $562K as of Q4 2019.
  • Advisor Group bought 2,030 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q4 2019, an estimated $63.9K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1589 holding.
  • Advisor Group first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q1 2019 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.