Legacy CG’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Legacy CG’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	$4.17M	Buy	+59,520	New	+$3.82M	1.07%	37
2025 Q2	–	Sell	-316,839	Closed	-$15.4M	–	56
2025 Q1	$15.4M	Buy	316,839 +70,252	+28%	+$3.61M	4.97%	6
2024 Q4	$12.6M	Buy	246,587 +36,792	+18%	+$1.96M	3.88%	7
2024 Q3	$10.9M	Sell	209,795 -123,773	-37%	-$6.19M	3.57%	9
2024 Q2	$16.1M	Buy	+333,568	New	+$16M	5.47%	1

Other funds holding PSC

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

DWM

Defined Wealth Management Beaverton, Oregon $194M AUM 25.95% 1-Year Est. Return

Legacy CG's PSC Position: Q2 2026 in Review

Legacy CG opened a new position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q2 2026: 59,520 shares worth $4.17M. The stake represents 1.07% of the portfolio and ranks #37 among its holdings. This is a return to the name: Legacy CG previously reported a position in PSC as recently as Q1 2025.

Legacy CG first reported a position in PSC in Q2 2024 and has held it in 5 quarters since. The position peaked at $16.1M in Q2 2024. 37 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

Legacy CG held 59,520 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $4.17M as of Q2 2026.
Principal Exchange-Traded Funds Principal US Small-Cap ETF was a new Legacy CG position in Q2 2026.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 1.07% of Legacy CG's portfolio in Q2 2026, its #37 holding.
Legacy CG first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q2 2024 and has held it in 5 quarters since.
Legacy CG's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $16.1M in Q2 2024.
37 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Legacy CG's 13F filing for Q2 2026, filed 22 Jul 2026.