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

Arete Wealth 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
2026 Q1	$3.73M	Buy	65,093 +2,693	+4%	+$160K	0.28%	87
2025 Q4	$3.6M	Buy	62,400 +2,524	+4%	+$144K	0.22%	97
2025 Q3	$3.41M	Buy	59,876 +906	+2%	+$49.6K	0.21%	98
2025 Q2	$3.14M	Buy	58,970 +26,743	+83%	+$1.33M	0.22%	93
2025 Q1	$1.56M	Buy	32,227 +6,826	+27%	+$351K	0.12%	177
2024 Q4	$1.3M	Buy	25,401 +3,149	+14%	+$167K	0.09%	213
2024 Q3	$1.15M	Buy	+22,252	New	+$1.11M	0.1%	204

Other funds holding PSC

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arete Wealth Advisors's PSC Position: Q1 2026 in Review

Arete Wealth Advisors increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 4.3% in Q1 2026, buying an estimated $160K and bringing the position to 65,093 shares worth $3.73M. The position accounts for 0.28% of the portfolio, ranked #87.

Arete Wealth Advisors first reported a position in PSC in Q3 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

Arete Wealth Advisors held 65,093 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $3.73M as of Q1 2026.
Arete Wealth Advisors bought 2,693 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2026, an estimated $160K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.28% of Arete Wealth Advisors's portfolio in Q1 2026, its #87 holding.
Arete Wealth Advisors first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q3 2024 and has held it in 7 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 Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.