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

Kingswood Wealth 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
2026
Q2 		$274K Buy
+3,913
New +$251K 0.01% 817

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $672B AUM 33.48% 1-Year Est. Return

Kingswood Wealth Advisors's PSC Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q2 2026: 3,913 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #817 among its holdings.

106 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • Kingswood Wealth Advisors held 3,913 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $274K as of Q2 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF was a new Kingswood Wealth Advisors position in Q2 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #817 holding.
  • 106 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.