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 Q2	$4.64M	Sell	66,133 -351	-0.5%	-$22.5K	0.17%	72
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 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

Greenwich Wealth Management's PSC Position: Q2 2026 in Review

Greenwich Wealth Management reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 0.53% in Q2 2026, selling an estimated $22.5K and leaving 66,133 shares worth $4.64M. The position accounts for 0.17% of the portfolio, ranked #72.

Greenwich Wealth Management first reported a position in PSC in Q1 2025 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

Greenwich Wealth Management held 66,133 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $4.64M as of Q2 2026.
Greenwich Wealth Management sold 351 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $22.5K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.17% of Greenwich Wealth Management's portfolio in Q2 2026, its #72 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 6 quarters since.
105 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.