EverSource Wealth Advisors
PSC icon

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

EverSource Wealth Advisors’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 		$3.3K Hold
47
– – ﹤0.01% 3490
2026
Q1 		$2.69K Hold
47
– – ﹤0.01% 3533
2025
Q4 		$2.71K Buy
+47
New +$2.69K ﹤0.01% 3385

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EverSource Wealth Advisors's PSC Position: Q2 2026 in Review

EverSource Wealth Advisors held its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) position steady in Q2 2026 at 47 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3490.

EverSource Wealth Advisors first reported a position in PSC in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • EverSource Wealth Advisors held 47 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $3.3K as of Q2 2026.
  • EverSource Wealth Advisors left its Principal Exchange-Traded Funds Principal US Small-Cap ETF share count unchanged in Q2 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3490 holding.
  • EverSource Wealth Advisors first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.