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
Q2 		$1.66M Buy
23,717
+2,985
+14% +$192K ﹤0.01% 1836
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 $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
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 $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cambridge Investment Research Advisors's PSC Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 14% in Q2 2026, buying an estimated $192K and bringing the position to 23,717 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Cambridge Investment Research Advisors first reported a position in PSC in Q4 2021 and has held it in 16 quarters since. 105 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • Cambridge Investment Research Advisors held 23,717 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $1.66M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 2,985 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 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 Q2 2026, its #1836 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 16 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 Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.