GRP
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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
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Retirement Partners's PSC Position: Q4 2025 in Review

Global Retirement Partners increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 2,129,800% in Q4 2025, buying an estimated $1.22M and bringing the position to 21,299 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #597.

Global Retirement Partners first reported a position in PSC in Q2 2019 and has held it in 24 quarters since. 83 funds tracked by Wall St. Rank hold PSC as of Q4 2025.

  • Global Retirement Partners held 21,299 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $1.23M as of Q4 2025.
  • Global Retirement Partners bought 21,298 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q4 2025, an estimated $1.22M.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.02% of Global Retirement Partners's portfolio in Q4 2025, its #597 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 24 quarters since.
  • 83 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.