Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Cambridge Investment Research 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 		$1.19M Buy
20,732
+3,227
+18% +$192K ﹤0.01% 2010
2025
Q4 		$1.01M Buy
17,505
+1,588
+10% +$90.8K ﹤0.01% 2086
2025
Q3 		$907K Buy
15,917
+5,263
+49% +$288K ﹤0.01% 2124
2025
Q2 		$568K Buy
10,654
+1,162
+12% +$57.7K ﹤0.01% 2425
2025
Q1 		$461K Buy
9,492
+1,781
+23% +$91.5K ﹤0.01% 2525
2024
Q4 		$395K Buy
7,711
+887
+13% +$47.2K ﹤0.01% 2613
2024
Q3 		$355K Buy
6,824
+282
+4% +$14.1K ﹤0.01% 2703
2024
Q2 		$315K Buy
6,542
+902
+16% +$43.2K ﹤0.01% 2668
2024
Q1 		$280K Buy
+5,640
New +$264K ﹤0.01% 2757
2023
Q2 		– Sell
-6,754
Closed -$271K – 3265
2023
Q1 		$271K Sell
6,754
-432
-6% -$17.8K ﹤0.01% 2579
2022
Q4 		$281K Buy
7,186
+150
+2% +$5.96K ﹤0.01% 2480
2022
Q3 		$259K Sell
7,036
-610
-8% -$24.5K ﹤0.01% 2486
2022
Q2 		$291K Buy
7,646
+537
+8% +$22K ﹤0.01% 2409
2022
Q1 		$316K Buy
7,109
+2,604
+58% +$116K ﹤0.01% 2509
2021
Q4 		$214K Buy
+4,505
New +$213K ﹤0.01% 2837

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

Cambridge Investment Research Advisors's PSC Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 18% in Q1 2026, buying an estimated $192K and bringing the position to 20,732 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Cambridge Investment Research Advisors first reported a position in PSC in Q4 2021 and has held it in 15 quarters since. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

  • Cambridge Investment Research Advisors held 20,732 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $1.19M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 3,227 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2026, an estimated $192K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2010 holding.
  • Cambridge Investment Research Advisors first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2021 and has held it in 15 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 Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.