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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
Q2 		$1.4M Sell
20,034
-4,035
-17% -$259K 0.16% 136
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 $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Principal Securities
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

Brookwood Investment Group's PSC Position: Q2 2026 in Review

Brookwood Investment Group reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 17% in Q2 2026, selling an estimated $259K and leaving 20,034 shares worth $1.4M. The position accounts for 0.16% of the portfolio, ranked #136.

Brookwood Investment Group first reported a position in PSC in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • Brookwood Investment Group held 20,034 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $1.4M as of Q2 2026.
  • Brookwood Investment Group sold 4,035 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $259K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.16% of Brookwood Investment Group's portfolio in Q2 2026, its #136 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 3 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 Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.