Global Retirement Partners’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Global Retirement Partners’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	$3.53M	Buy	+50,281	New	+$3.23M	0.05%	325
2025 Q4	$1.23M	Buy	21,299 +21,298	+2,129,800%	+$1.22M	0.02%	597
2025 Q3	$57	Hold	1	–	–	﹤0.01%	3824
2025 Q2	$53	Buy	+1	New	+$50	﹤0.01%	3750
2024 Q4	$1.64K	Buy	+32	New	+$1.7K	﹤0.01%	3144
2024 Q3	–	Sell	-606	Closed	-$29.2K	–	3611
2024 Q2	$29.2K	Hold	606	–	–	﹤0.01%	1807
2024 Q1	$30K	Hold	606	–	–	﹤0.01%	1633
2023 Q4	$27K	Hold	606	–	–	﹤0.01%	1612
2023 Q3	$24.1K	Hold	606	–	–	﹤0.01%	1569
2023 Q2	$25.7K	Hold	606	–	–	﹤0.01%	1565
2023 Q1	$23.5K	Hold	606	–	–	﹤0.01%	1563
2022 Q4	$23.7K	Hold	606	–	–	﹤0.01%	1414
2022 Q3	$25K	Hold	606	–	–	﹤0.01%	1298
2022 Q2	$23K	Hold	606	–	–	﹤0.01%	1306
2022 Q1	$24K	Buy	+606	New	+$26.9K	﹤0.01%	1291
2021 Q4	–	Sell	-606	Closed	-$28K	–	1384
2021 Q3	$28K	Hold	606	–	–	﹤0.01%	1090
2021 Q2	$29K	Hold	606	–	–	﹤0.01%	1068
2021 Q1	$27K	Hold	606	–	–	﹤0.01%	1013
2020 Q4	$22K	Hold	606	–	–	﹤0.01%	1005
2020 Q3	$17K	Hold	606	–	–	﹤0.01%	981
2020 Q2	$17K	Hold	606	–	–	﹤0.01%	957
2020 Q1	$13K	Hold	606	–	–	﹤0.01%	955
2019 Q4	$20K	Hold	606	–	–	﹤0.01%	938
2019 Q3	$19K	Hold	606	–	–	﹤0.01%	920
2019 Q2	$19K	Buy	+606	New	+$18.9K	﹤0.01%	920

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Global Retirement Partners's PSC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q2 2026: 50,281 shares worth $3.53M. The stake represents 0.05% of the portfolio and ranks #325 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PSC as recently as Q4 2025.

Global Retirement Partners first reported a position in PSC in Q2 2019 and has held it in 25 quarters since. 105 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

Global Retirement Partners held 50,281 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $3.53M as of Q2 2026.
Principal Exchange-Traded Funds Principal US Small-Cap ETF was a new Global Retirement Partners position in Q2 2026.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.05% of Global Retirement Partners's portfolio in Q2 2026, its #325 holding.
Global Retirement Partners first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q2 2019 and has held it in 25 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 Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.