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Greenwich Wealth Management’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Greenwich Wealth Management’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 		$3.81M Buy
66,484
+23,315
+54% +$1.39M 0.16% 77
2025
Q4 		$2.49M Buy
43,169
+17,159
+66% +$981K 0.11% 105
2025
Q3 		$1.48M Buy
26,010
+20,374
+361% +$1.11M 0.07% 123
2025
Q2 		$300K Sell
5,636
-12,791
-69% -$635K 0.01% 217
2025
Q1 		$895K Buy
+18,427
New +$947K 0.07% 122

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

Greenwich Wealth Management's PSC Position: Q1 2026 in Review

Greenwich Wealth Management increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 54% in Q1 2026, buying an estimated $1.39M and bringing the position to 66,484 shares worth $3.81M. The position accounts for 0.16% of the portfolio, ranked #77.

Greenwich Wealth Management first reported a position in PSC in Q1 2025 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

  • Greenwich Wealth Management held 66,484 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $3.81M as of Q1 2026.
  • Greenwich Wealth Management bought 23,315 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2026, an estimated $1.39M.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.16% of Greenwich Wealth Management's portfolio in Q1 2026, its #77 holding.
  • Greenwich Wealth Management first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 90 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.