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Clearstead Trust’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-342
Closed -$19.5K – 1410
2025
Q3 		$19.5K Hold
342
– – ﹤0.01% 437
2025
Q2 		$18.2K Hold
342
– – ﹤0.01% 444
2025
Q1 		$16.6K Hold
342
– – ﹤0.01% 382
2024
Q4 		$17.5K Hold
342
– – ﹤0.01% 326
2024
Q3 		$17.8K Hold
342
– – ﹤0.01% 315
2024
Q2 		$16.5K Hold
342
– – ﹤0.01% 327
2024
Q1 		$17K Buy
+342
New +$16K ﹤0.01% 322

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clearstead Trust's PSC Position: Q4 2025 in Review

Clearstead Trust sold out of Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q4 2025, closing a stake of 342 shares — an estimated $19.5K sold.

Clearstead Trust first reported a position in PSC in Q1 2024 and held it in 7 quarters. The position peaked at $19.5K in Q3 2025. 83 funds tracked by Wall St. Rank hold PSC as of Q4 2025.

  • Clearstead Trust reported no remaining Principal Exchange-Traded Funds Principal US Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 342 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q4 2025, an estimated $19.5K.
  • Clearstead Trust first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q1 2024 and held it in 7 quarters.
  • Clearstead Trust's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $19.5K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.