Jones Financial Companies
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Jones Financial Companies’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Jones Financial Companies’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 		$4.74K Buy
+84
New +$5K ﹤0.01% 3863

Other funds holding PSC

Principal Financial Group
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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

Jones Financial Companies's PSC Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q1 2026: 84 shares worth $4.74K. The stake represents ﹤0.01% of the portfolio and ranks #3863 among its holdings.

90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

  • Jones Financial Companies held 84 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $4.74K as of Q1 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF was a new Jones Financial Companies position in Q1 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3863 holding.
  • 90 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.