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

Liberty Wealth Management’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
2021
Q4 		– Sell
-27
Closed -$1K – 858
2021
Q3 		$1K Buy
+27
New +$1.24K ﹤0.01% 1136

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Liberty Wealth Management's PSC Position: Q4 2021 in Review

Liberty Wealth Management sold out of Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q4 2021, closing a stake of 27 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in PSC in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 13 funds tracked by Wall St. Rank hold PSC as of Q4 2021.

  • Liberty Wealth Management reported no remaining Principal Exchange-Traded Funds Principal US Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 27 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q4 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $1K in Q3 2021.
  • 13 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.