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

FourThought Financial’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
2021
Q3 		– Sell
-148
Closed -$6K – 1585
2021
Q2 		$6K Buy
+148
New +$6.8K ﹤0.01% 1195

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FourThought Financial's PSC Position: Q3 2021 in Review

FourThought Financial sold out of Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q3 2021, closing a stake of 148 shares — an estimated $6K sold.

FourThought Financial first reported a position in PSC in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 11 funds tracked by Wall St. Rank hold PSC as of Q3 2021.

  • FourThought Financial reported no remaining Principal Exchange-Traded Funds Principal US Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • FourThought Financial sold 148 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q3 2021, an estimated $6K.
  • FourThought Financial first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q2 2021 and held it in 1 quarter.
  • FourThought Financial's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $6K in Q2 2021.
  • 11 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q3 2021.

Based on FourThought Financial's 13F filing for Q3 2021, filed 12 Nov 2021.