Envestnet Asset Management
PSC icon

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

Envestnet 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
Q2 		$185M Sell
2,636,708
-97,605
-4% -$6.27M 0.04% 383
2026
Q1 		$157M Buy
2,734,313
+447,188
+20% +$26.6M 0.04% 391
2025
Q4 		$132M Buy
2,287,125
+98,684
+5% +$5.64M 0.04% 411
2025
Q3 		$125M Sell
2,188,441
-37,016
-2% -$2.02M 0.04% 441
2025
Q2 		$119M Buy
2,225,457
+353,854
+19% +$17.6M 0.03% 439
2025
Q1 		$90.9M Buy
1,871,603
+235,880
+14% +$12.1M 0.03% 499
2024
Q4 		$83.9M Buy
1,635,723
+389,638
+31% +$20.7M 0.03% 523
2024
Q3 		$64.8M Buy
1,246,085
+27,149
+2% +$1.36M 0.02% 610
2024
Q2 		$58.7M Buy
1,218,936
+1,010,723
+485% +$48.4M 0.02% 611
2024
Q1 		$10.3M Buy
208,213
+19,226
+10% +$900K ﹤0.01% 1514
2023
Q4 		$8.69M Buy
+188,987
New +$7.84M ﹤0.01% 1533
2022
Q3 		– Sell
-8,840
Closed -$337K – 4010
2022
Q2 		$337K Sell
8,840
-738
-8% -$30.3K ﹤0.01% 3292
2022
Q1 		$425K Buy
9,578
+4,627
+93% +$206K ﹤0.01% 3216
2021
Q4 		$235K Buy
+4,951
New +$234K ﹤0.01% 3569

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
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 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

Envestnet Asset Management's PSC Position: Q2 2026 in Review

Envestnet Asset Management reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 3.6% in Q2 2026, selling an estimated $6.27M and leaving 2,636,708 shares worth $185M. The position accounts for 0.04% of the portfolio, ranked #383.

Envestnet Asset Management first reported a position in PSC in Q4 2021 and has held it in 14 quarters since. 45 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • Envestnet Asset Management held 2,636,708 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $185M as of Q2 2026.
  • Envestnet Asset Management sold 97,605 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $6.27M.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.04% of Envestnet Asset Management's portfolio in Q2 2026, its #383 holding.
  • Envestnet Asset Management first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • 45 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.