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

KPP 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 		– Sell
-11,234
Closed -$644K – 374
2026
Q1 		$644K Buy
11,234
+6,064
+117% +$361K 0.09% 183
2025
Q4 		$298K Buy
+5,170
New +$296K 0.04% 274

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 22.9% 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 $67.3B AUM 21.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

KPP Advisory Services sold out of Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q2 2026, closing a stake of 11,234 shares — an estimated $644K sold.

KPP Advisory Services first reported a position in PSC in Q4 2025 and held it in 2 quarters. The position peaked at $644K in Q1 2026. 105 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • KPP Advisory Services reported no remaining Principal Exchange-Traded Funds Principal US Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • KPP Advisory Services sold 11,234 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $644K.
  • KPP Advisory Services first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2025 and held it in 2 quarters.
  • KPP Advisory Services's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $644K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.