Great Valley Advisor Group’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Great Valley Advisor Group’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	$380K	Sell	5,412 -74,327	-93%	-$4.77M	0.01%	803
2026 Q1	$4.57M	Buy	79,739 +6,690	+9%	+$398K	0.08%	212
2025 Q4	$4.22M	Buy	73,049 +1,053	+1%	+$60.2K	0.08%	215
2025 Q3	$4.1M	Buy	71,996 +89	+0.1%	+$4.87K	0.08%	211
2025 Q2	$3.83M	Buy	+71,907	New	+$3.57M	0.08%	205

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

Great Valley Advisor Group's PSC Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 93% in Q2 2026, selling an estimated $4.77M and leaving 5,412 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #803.

Great Valley Advisor Group first reported a position in PSC in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.57M in Q1 2026. 106 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

Great Valley Advisor Group held 5,412 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $380K as of Q2 2026.
Great Valley Advisor Group sold 74,327 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $4.77M.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #803 holding.
Great Valley Advisor Group 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.
Great Valley Advisor Group's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $4.57M in Q1 2026.
106 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.