Capital Investment Advisory Services’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Capital Investment Advisory Services’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	$2.01M	Buy	28,724 +770	+3%	+$49.5K	0.12%	181
2026 Q1	$1.6M	Buy	27,954 +4,601	+20%	+$274K	0.12%	177
2025 Q4	$1.35M	Buy	23,353 +3,759	+19%	+$215K	0.1%	204
2025 Q3	$1.12M	Sell	19,594 -4,396	-18%	-$240K	0.09%	228
2025 Q2	$1.28M	Buy	23,990 +12,430	+108%	+$617K	0.1%	194
2025 Q1	$561K	Buy	11,560 +9,620	+496%	+$494K	0.05%	298
2024 Q4	$99.5K	Buy	1,940 +1,265	+187%	+$67.3K	0.01%	567
2024 Q3	$35.1K	Buy	675 +664	+6,036%	+$33.2K	﹤0.01%	735
2024 Q2	$529	Buy	+11	New	+$527	﹤0.01%	952

Other funds holding PSC

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

TPBG

Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return

Walleye Partners Madison, Wisconsin $87.7M AUM

NWA

Northwest Wealth Advisors Bellingham, Washington $174M AUM

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Capital Investment Advisory Services's PSC Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 2.8% in Q2 2026, buying an estimated $49.5K and bringing the position to 28,724 shares worth $2.01M. The position accounts for 0.12% of the portfolio, ranked #181.

Capital Investment Advisory Services first reported a position in PSC in Q2 2024 and has held it in 9 quarters since. 25 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

Capital Investment Advisory Services held 28,724 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $2.01M as of Q2 2026.
Capital Investment Advisory Services bought 770 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $49.5K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.12% of Capital Investment Advisory Services's portfolio in Q2 2026, its #181 holding.
Capital Investment Advisory Services first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
25 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.