Kestra Advisory Services’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Kestra Advisory Services’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 Q3	$4.61M	Sell	69,103 -2,353	-3%	-$162K	0.01%	953
2026 Q2	$5.01M	Buy	71,456 +3,881	+6%	+$249K	0.02%	846
2026 Q1	$3.87M	Buy	67,575 +55,902	+479%	+$3.33M	0.01%	933
2025 Q4	$674K	Buy	11,673 +236	+2%	+$13.5K	﹤0.01%	1936
2025 Q3	$652K	Sell	11,437 -108	-0.9%	-$5.91K	﹤0.01%	1878
2025 Q2	$615K	Buy	11,545 +6,734	+140%	+$334K	﹤0.01%	1832
2025 Q1	$234K	Buy	+4,811	New	+$247K	﹤0.01%	2368

Other funds holding PSC

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Kestra Advisory Services's PSC Position: Q3 2026 in Review

Kestra Advisory Services reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 3.3% in Q3 2026, selling an estimated $162K and leaving 69,103 shares worth $4.61M. The position accounts for 0.01% of the portfolio, ranked #953.

Kestra Advisory Services first reported a position in PSC in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.01M in Q2 2026. 37 funds tracked by Wall St. Rank hold PSC as of Q3 2026.

Kestra Advisory Services held 69,103 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $4.61M as of Q3 2026.
Kestra Advisory Services sold 2,353 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q3 2026, an estimated $162K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #953 holding.
Kestra Advisory Services first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q1 2025 and has held it in 7 quarters since.
Kestra Advisory Services's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $5.01M in Q2 2026.
37 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.