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AE Wealth Management’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

AE Wealth Management’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
Q1 		$745 Buy
+13
New +$773 ﹤0.01% 2527
2025
Q4 		– Sell
-13
Closed -$741 – 2538
2025
Q3 		$741 Buy
+13
New +$711 ﹤0.01% 2225

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $570B AUM 27.57% 1-Year Est. Return

AE Wealth Management's PSC Position: Q1 2026 in Review

AE Wealth Management opened a new position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q1 2026: 13 shares worth $745. The stake represents ﹤0.01% of the portfolio and ranks #2527 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in PSC as recently as Q3 2025.

AE Wealth Management first reported a position in PSC in Q3 2025 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

  • AE Wealth Management held 13 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $745 as of Q1 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF was a new AE Wealth Management position in Q1 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2527 holding.
  • AE Wealth Management first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.