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Brookwood Investment Group’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Brookwood Investment Group’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 		$1.38M Buy
24,069
+6,887
+40% +$410K 0.17% 135
2025
Q4 		$992K Buy
+17,182
New +$982K 0.12% 169

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $570B AUM 27.57% 1-Year Est. Return

Brookwood Investment Group's PSC Position: Q1 2026 in Review

Brookwood Investment Group increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 40% in Q1 2026, buying an estimated $410K and bringing the position to 24,069 shares worth $1.38M. The position accounts for 0.17% of the portfolio, ranked #135.

Brookwood Investment Group first reported a position in PSC in Q4 2025 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

  • Brookwood Investment Group held 24,069 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $1.38M as of Q1 2026.
  • Brookwood Investment Group bought 6,887 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2026, an estimated $410K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.17% of Brookwood Investment Group's portfolio in Q1 2026, its #135 holding.
  • Brookwood Investment Group 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.
  • 90 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.