Carson Wealth (CWM LLC)
PSC icon

Carson Wealth (CWM LLC)’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Carson Wealth (CWM 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 		$111K Buy
1,939
+64
+3% +$3.81K ﹤0.01% 3171
2025
Q4 		$108K Hold
1,875
– – ﹤0.01% 3003
2025
Q3 		$107K Sell
1,875
-75
-4% -$4.1K ﹤0.01% 2931
2025
Q2 		$104K Buy
1,950
+75
+4% +$3.72K ﹤0.01% 2685
2025
Q1 		$91K Sell
1,875
-311
-14% -$16K ﹤0.01% 2499
2024
Q4 		$112K Buy
+2,186
New +$116K ﹤0.01% 2213

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Carson Wealth (CWM LLC)'s PSC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 3.4% in Q1 2026, buying an estimated $3.81K and bringing the position to 1,939 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #3171.

Carson Wealth (CWM LLC) first reported a position in PSC in Q4 2024 and has held it in 6 quarters since. The position peaked at $112K in Q4 2024. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,939 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $111K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 64 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2026, an estimated $3.81K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3171 holding.
  • Carson Wealth (CWM LLC) first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $112K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.