GWSA
PSC icon

Global Wealth Strategies & Associates’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Global Wealth Strategies & Associates’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
Q1 		– Sell
-2
Closed -$115 – 592
2025
Q4 		$115 Buy
+2
New +$114 ﹤0.01% 523

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Wealth Strategies & Associates's PSC Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q1 2026, closing a stake of 2 shares — an estimated $115 sold.

Global Wealth Strategies & Associates first reported a position in PSC in Q4 2025 and held it in 1 quarter. The position peaked at $115 in Q4 2025. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

  • Global Wealth Strategies & Associates reported no remaining Principal Exchange-Traded Funds Principal US Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 2 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2026, an estimated $115.
  • Global Wealth Strategies & Associates first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $115 in Q4 2025.
  • 90 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.