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Capital Analysts LLC’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Capital Analysts LLC’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 		$71K Hold
1,235
– – ﹤0.01% 872
2025
Q4 		$71K Hold
1,235
– – ﹤0.01% 846
2025
Q3 		$70K Buy
+1,235
New +$67.5K ﹤0.01% 814

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

Capital Analysts LLC's PSC Position: Q1 2026 in Review

Capital Analysts LLC held its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) position steady in Q1 2026 at 1,235 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Capital Analysts LLC first reported a position in PSC in Q3 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

  • Capital Analysts LLC held 1,235 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $71K as of Q1 2026.
  • Capital Analysts LLC left its Principal Exchange-Traded Funds Principal US Small-Cap ETF share count unchanged in Q1 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #872 holding.
  • Capital Analysts LLC first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q3 2025 and has held it in 3 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 Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.