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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
Q2 		– Sell
-13
Closed -$745 – 2755
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 $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

AE Wealth Management's PSC Position: Q2 2026 in Review

AE Wealth Management sold out of Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q2 2026, closing a stake of 13 shares — an estimated $745 sold.

AE Wealth Management first reported a position in PSC in Q3 2025 and held it in 2 quarters. The position peaked at $745 in Q1 2026. 106 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • AE Wealth Management reported no remaining Principal Exchange-Traded Funds Principal US Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 13 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $745.
  • AE Wealth Management first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q3 2025 and held it in 2 quarters.
  • AE Wealth Management's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $745 in Q1 2026.
  • 106 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.