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
Q2 		$12.5M Sell
178,518
-15,671
-8% -$1.01M 0.02% 827
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

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

Commonwealth Equity Services's PSC Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 8.1% in Q2 2026, selling an estimated $1.01M and leaving 178,518 shares worth $12.5M. The position accounts for 0.02% of the portfolio, ranked #827.

Commonwealth Equity Services first reported a position in PSC in Q2 2021 and has held it in 13 quarters since. 106 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • Commonwealth Equity Services held 178,518 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $12.5M as of Q2 2026.
  • Commonwealth Equity Services sold 15,671 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $1.01M.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #827 holding.
  • Commonwealth Equity Services first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q2 2021 and has held it in 13 quarters since.
  • 106 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.