DWM
PSC icon

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

Defined 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 		$3.37M Buy
+48,043
New +$3.09M 1.73% 19

Other funds holding PSC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

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

Defined Wealth Management opened a new position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q2 2026: 48,043 shares worth $3.37M. The stake represents 1.73% of the portfolio and ranks #19 among its holdings.

37 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • Defined Wealth Management held 48,043 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $3.37M as of Q2 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF was a new Defined Wealth Management position in Q2 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 1.73% of Defined Wealth Management's portfolio in Q2 2026, its #19 holding.
  • 37 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.