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 Q3	$4.34M	Buy	65,040 +14,759	+29%	+$1.01M	0.06%	272
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 $195B AUM 21.17% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $79.9B AUM

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Global Retirement Partners's PSC Position: Q3 2026 in Review

Global Retirement Partners increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 29% in Q3 2026, buying an estimated $1.01M and bringing the position to 65,040 shares worth $4.34M. The position accounts for 0.06% of the portfolio, ranked #272.

Global Retirement Partners first reported a position in PSC in Q2 2019 and has held it in 26 quarters since. 101 funds tracked by Wall St. Rank hold PSC as of Q3 2026.

Global Retirement Partners held 65,040 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $4.34M as of Q3 2026.
Global Retirement Partners bought 14,759 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q3 2026, an estimated $1.01M.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.06% of Global Retirement Partners's portfolio in Q3 2026, its #272 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 26 quarters since.
101 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.