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Creative Financial Designs’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Creative Financial Designs’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 		$2.02M Sell
35,256
-5,734
-14% -$341K 0.12% 149
2025
Q4 		$2.37M Buy
40,990
+585
+1% +$33.4K 0.15% 127
2025
Q3 		$2.3M Buy
+40,405
New +$2.21M 0.15% 128

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

Creative Financial Designs's PSC Position: Q1 2026 in Review

Creative Financial Designs reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 14% in Q1 2026, selling an estimated $341K and leaving 35,256 shares worth $2.02M. The position accounts for 0.12% of the portfolio, ranked #149.

Creative Financial Designs first reported a position in PSC in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.37M in Q4 2025. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

  • Creative Financial Designs held 35,256 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $2.02M as of Q1 2026.
  • Creative Financial Designs sold 5,734 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2026, an estimated $341K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.12% of Creative Financial Designs's portfolio in Q1 2026, its #149 holding.
  • Creative Financial Designs 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.
  • Creative Financial Designs's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $2.37M in Q4 2025.
  • 90 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.