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Kraft Davis & Associates’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Kraft Davis & Associates’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 		– Sell
-36,007
Closed -$2.17M – 160
2025
Q4 		$2.17M Sell
36,007
-272
-0.7% -$15.6K 0.49% 43
2025
Q3 		$2.06M Buy
36,279
+14,200
+64% +$777K 0.5% 42
2025
Q2 		$1.18M Buy
22,079
+3,770
+21% +$187K 0.32% 56
2025
Q1 		$845K Sell
18,309
-41,229
-69% -$2.12M 0.27% 56
2024
Q4 		$3.14M Buy
+59,538
New +$3.17M 0.9% 31

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
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

Kraft Davis & Associates's PSC Position: Q1 2026 in Review

Kraft Davis & Associates sold out of Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q1 2026, closing a stake of 36,007 shares — an estimated $2.17M sold.

Kraft Davis & Associates first reported a position in PSC in Q4 2024 and held it in 5 quarters. The position peaked at $3.14M in Q4 2024. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

  • Kraft Davis & Associates reported no remaining Principal Exchange-Traded Funds Principal US Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Kraft Davis & Associates sold 36,007 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2026, an estimated $2.17M.
  • Kraft Davis & Associates first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2024 and held it in 5 quarters.
  • Kraft Davis & Associates's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $3.14M in Q4 2024.
  • 90 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2026.

Based on Kraft Davis & Associates's 13F filing for Q1 2026, filed 1 May 2026.