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

Gilliland Jeter 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	$619K	Sell	8,831 -447	-5%	-$28.7K	0.16%	107
2026 Q1	$532K	Buy	9,278 +22	+0.2%	+$1.31K	0.16%	112
2025 Q4	$534K	Buy	9,256 +14	+0.2%	+$800	0.16%	106
2025 Q3	$527K	Buy	9,242 +1,077	+13%	+$58.9K	0.16%	108
2025 Q2	$435K	Buy	+8,165	New	+$405K	0.14%	118

Other funds holding PSC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gilliland Jeter Wealth Management's PSC Position: Q2 2026 in Review

Gilliland Jeter Wealth Management reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 4.8% in Q2 2026, selling an estimated $28.7K and leaving 8,831 shares worth $619K. The position accounts for 0.16% of the portfolio, ranked #107.

Gilliland Jeter Wealth Management first reported a position in PSC in Q2 2025 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

Gilliland Jeter Wealth Management held 8,831 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $619K as of Q2 2026.
Gilliland Jeter Wealth Management sold 447 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $28.7K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.16% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #107 holding.
Gilliland Jeter Wealth Management first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
58 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.