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

Allworth 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 		$173K Buy
+2,465
New +$158K ﹤0.01% 1577
2026
Q1 		– Sell
-43
Closed -$2.48K – 5290
2025
Q4 		$2.48K Buy
+43
New +$2.46K ﹤0.01% 4036

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 22.9% 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 $67.3B AUM 21.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allworth Financial's PSC Position: Q2 2026 in Review

Allworth Financial opened a new position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q2 2026: 2,465 shares worth $173K. The stake represents ﹤0.01% of the portfolio and ranks #1577 among its holdings. This is a return to the name: Allworth Financial previously reported a position in PSC as recently as Q4 2025.

Allworth Financial first reported a position in PSC in Q4 2025 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • Allworth Financial held 2,465 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $173K as of Q2 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF was a new Allworth Financial position in Q2 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1577 holding.
  • Allworth Financial first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2025 and has held it in 2 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 Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.