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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
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
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

Cornerstone Wealth Management's PSC Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 3.1% in Q2 2026, buying an estimated $32.2K and bringing the position to 16,856 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #308.

Cornerstone Wealth Management first reported a position in PSC in Q2 2025 and has held it in 5 quarters since. 105 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • Cornerstone Wealth Management held 16,856 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $1.18M as of Q2 2026.
  • Cornerstone Wealth Management bought 501 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $32.2K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q2 2026, its #308 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 5 quarters since.
  • 105 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.