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 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 $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

Kestra Advisory Services's PSC Position: Q2 2026 in Review

Kestra Advisory Services increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 5.7% in Q2 2026, buying an estimated $249K and bringing the position to 71,456 shares worth $5.01M. The position accounts for 0.02% of the portfolio, ranked #846.

Kestra Advisory Services first reported a position in PSC in Q1 2025 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

Kestra Advisory Services held 71,456 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $5.01M as of Q2 2026.
Kestra Advisory Services bought 3,881 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $249K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #846 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 6 quarters since.
105 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.