Commonwealth Equity Services
PSC icon

Commonwealth Equity Services’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Commonwealth Equity 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
Q1 		$11.1M Buy
194,189
+157,076
+423% +$9.35M 0.02% 833
2025
Q4 		$2.14M Buy
37,113
+5,506
+17% +$315K ﹤0.01% 1912
2025
Q3 		$1.8M Sell
31,607
-3,078
-9% -$168K ﹤0.01% 2087
2025
Q2 		$1.85M Buy
34,685
+1,636
+5% +$81.2K ﹤0.01% 2041
2025
Q1 		$1.6M Buy
33,049
+6,237
+23% +$320K ﹤0.01% 2088
2024
Q4 		$1.38M Buy
26,812
+11,492
+75% +$611K ﹤0.01% 2155
2024
Q3 		$796K Buy
15,320
+5,112
+50% +$256K ﹤0.01% 2516
2024
Q2 		$491K Buy
10,208
+4,793
+89% +$230K ﹤0.01% 2849
2024
Q1 		$268K Buy
+5,415
New +$254K ﹤0.01% 3373
2022
Q1 		– Sell
-32,250
Closed -$1.53M – 3782
2021
Q4 		$1.53M Sell
32,250
-707
-2% -$33.4K ﹤0.01% 1684
2021
Q3 		$1.5M Buy
32,957
+232
+0.7% +$10.6K ﹤0.01% 1625
2021
Q2 		$1.54M Buy
+32,725
New +$1.5M ﹤0.01% 1606

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Raymond James Financial
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Wells Fargo
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return