AssetMark Inc’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

AssetMark Inc’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 Q3	$31.5K	Buy	472 +218	+86%	+$15K	﹤0.01%	2072
2026 Q2	$17.8K	Hold	254	–	–	﹤0.01%	2227
2026 Q1	$14.6K	Buy	254 +20	+9%	+$1.19K	﹤0.01%	2176
2025 Q4	$13.5K	Buy	+234	New	+$13.4K	﹤0.01%	2122
2025 Q2	–	Sell	-73	Closed	-$3.54K	–	3097
2025 Q1	$3.54K	Sell	73 -26	-26%	-$1.34K	﹤0.01%	2063
2024 Q4	$5.08K	Buy	+99	New	+$5.26K	﹤0.01%	1925
2023 Q4	–	Sell	-83	Closed	-$3.39K	–	1979
2023 Q3	$3.39K	Buy	+83	New	+$3.53K	﹤0.01%	1428

Other funds holding PSC

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

AssetMark Inc's PSC Position: Q3 2026 in Review

AssetMark Inc increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 86% in Q3 2026, buying an estimated $15K and bringing the position to 472 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

AssetMark Inc first reported a position in PSC in Q3 2023 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold PSC as of Q3 2026.

AssetMark Inc held 472 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $31.5K as of Q3 2026.
AssetMark Inc bought 218 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q3 2026, an estimated $15K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2072 holding.
AssetMark Inc first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q3 2023 and has held it in 7 quarters since.
57 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.