CVA Family Office’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

CVA Family Office’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	$2.35K	Buy	+41	New	+$2.44K	﹤0.01%	1483

Other funds holding PSC

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CVA Family Office's PSC Position: Q1 2026 in Review

CVA Family Office opened a new position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q1 2026: 41 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #1483 among its holdings.

90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

CVA Family Office held 41 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $2.35K as of Q1 2026.
Principal Exchange-Traded Funds Principal US Small-Cap ETF was a new CVA Family Office position in Q1 2026.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1483 holding.
90 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.