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Greenwood Gearhart’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Greenwood Gearhart’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 		$511K Buy
+7,281
New +$468K 0.02% 105

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $672B AUM 33.48% 1-Year Est. Return

Greenwood Gearhart's PSC Position: Q2 2026 in Review

Greenwood Gearhart opened a new position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q2 2026: 7,281 shares worth $511K. The stake represents 0.02% of the portfolio and ranks #105 among its holdings.

105 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • Greenwood Gearhart held 7,281 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $511K as of Q2 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF was a new Greenwood Gearhart position in Q2 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.02% of Greenwood Gearhart's portfolio in Q2 2026, its #105 holding.
  • 105 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.