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 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 $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc's PSC Position: Q2 2026 in Review

AssetMark Inc held its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) position steady in Q2 2026 at 254 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

AssetMark Inc first reported a position in PSC in Q3 2023 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

AssetMark Inc held 254 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $17.8K as of Q2 2026.
AssetMark Inc left its Principal Exchange-Traded Funds Principal US Small-Cap ETF share count unchanged in Q2 2026.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2227 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 6 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 AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.