Heck Capital Advisors’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Heck Capital Advisors’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
2019 Q3	–	Sell	-20,527	Closed	-$645K	–	105
2019 Q2	$645K	Buy	20,527 +457	+2%	+$14.2K	0.17%	40
2019 Q1	$626K	Sell	20,070 -160	-0.8%	-$4.92K	0.19%	39
2018 Q4	$562K	Sell	20,230 -1,170	-5%	-$36.1K	0.21%	38
2018 Q3	$753K	Hold	21,400	–	–	0.25%	36
2018 Q2	$718K	Buy	21,400 +810	+4%	+$26.5K	0.26%	35
2018 Q1	$638K	Sell	20,590 -1,060	-5%	-$33.4K	0.28%	31
2017 Q4	$687K	Buy	21,650 +273	+1%	+$8.4K	0.33%	28
2017 Q3	$646K	Sell	21,377 -773	-3%	-$22.3K	0.34%	28
2017 Q2	$640K	Buy	+22,150	New	+$634K	0.37%	25

Other funds holding PSC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Heck Capital Advisors's PSC Position: Q3 2019 in Review

Heck Capital Advisors sold out of Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q3 2019, closing a stake of 20,527 shares — an estimated $645K sold.

Heck Capital Advisors first reported a position in PSC in Q2 2017 and held it in 9 quarters. The position peaked at $753K in Q3 2018. 10 funds tracked by Wall St. Rank hold PSC as of Q3 2019.

Heck Capital Advisors reported no remaining Principal Exchange-Traded Funds Principal US Small-Cap ETF position as of Q3 2019 after selling out during the quarter.
Heck Capital Advisors sold 20,527 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q3 2019, an estimated $645K.
Heck Capital Advisors first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q2 2017 and held it in 9 quarters.
Heck Capital Advisors's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $753K in Q3 2018.
10 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q3 2019.

Based on Heck Capital Advisors's 13F filing for Q3 2019, filed 19 May 2025.