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

Cozad Asset 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
Q1 		$674K Buy
11,751
+5,422
+86% +$323K 0.05% 268
2025
Q4 		$365K Buy
6,329
+1,418
+29% +$81.1K 0.03% 328
2025
Q3 		$280K Buy
+4,911
New +$269K 0.02% 368

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $570B AUM 27.57% 1-Year Est. Return

Cozad Asset Management's PSC Position: Q1 2026 in Review

Cozad Asset Management increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 86% in Q1 2026, buying an estimated $323K and bringing the position to 11,751 shares worth $674K. The position accounts for 0.05% of the portfolio, ranked #268.

Cozad Asset Management first reported a position in PSC in Q3 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

  • Cozad Asset Management held 11,751 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $674K as of Q1 2026.
  • Cozad Asset Management bought 5,422 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2026, an estimated $323K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.05% of Cozad Asset Management's portfolio in Q1 2026, its #268 holding.
  • Cozad Asset Management first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2026.

Based on Cozad Asset Management's 13F filing for Q1 2026, filed 28 May 2026.