Cornerstone Wealth Management’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Cornerstone Wealth Management’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 Q3	$1.12M	Buy	16,858 +2	+0%	+$137	0.05%	317
2026 Q2	$1.18M	Buy	16,856 +501	+3%	+$32.2K	0.05%	308
2026 Q1	$938K	Buy	16,355 +220	+1%	+$13.1K	0.05%	324
2025 Q4	$931K	Sell	16,135 -21	-0.1%	-$1.2K	0.05%	303
2025 Q3	$920K	Buy	16,156 +10,785	+201%	+$590K	0.05%	299
2025 Q2	$286K	Buy	+5,371	New	+$267K	0.02%	522

Other funds holding PSC

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Cornerstone Wealth Management's PSC Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 0.01% in Q3 2026, buying an estimated $137 and bringing the position to 16,858 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #317.

Cornerstone Wealth Management first reported a position in PSC in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.18M in Q2 2026. 67 funds tracked by Wall St. Rank hold PSC as of Q3 2026.

Cornerstone Wealth Management held 16,858 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $1.12M as of Q3 2026.
Cornerstone Wealth Management bought 2 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q3 2026, an estimated $137.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q3 2026, its #317 holding.
Cornerstone Wealth Management first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Cornerstone Wealth Management's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $1.18M in Q2 2026.
67 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.