Henderson Brothers Financial Partners’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Henderson Brothers Financial Partners’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	$6.06M	Sell	86,361 -84,111	-49%	-$5.4M	2.87%	8
2026 Q1	$9.77M	Buy	+170,472	New	+$10.1M	2.47%	10
2025 Q1	$4.87M	Buy	+84,376	New	+$4.33M	2.44%	12

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

Henderson Brothers Financial Partners's PSC Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 49% in Q2 2026, selling an estimated $5.4M and leaving 86,361 shares worth $6.06M. The position accounts for 2.87% of the portfolio, ranked #8.

Henderson Brothers Financial Partners first reported a position in PSC in Q1 2025 and has held it in 3 quarters since. The position peaked at $9.77M in Q1 2026. 106 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

Henderson Brothers Financial Partners held 86,361 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $6.06M as of Q2 2026.
Henderson Brothers Financial Partners sold 84,111 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $5.4M.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 2.87% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #8 holding.
Henderson Brothers Financial Partners first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q1 2025 and has held it in 3 quarters since.
Henderson Brothers Financial Partners's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $9.77M 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 Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.