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

Mariner’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	-4,677	Closed	-$268K	–	3833
2026 Q1	$268K	Sell	4,677 -12	-0.3%	-$714	﹤0.01%	2962
2025 Q4	$271K	Buy	4,689 +19	+0.4%	+$1.09K	﹤0.01%	2934
2025 Q3	$266K	Sell	4,670 -15	-0.3%	-$820	﹤0.01%	2920
2025 Q2	$250K	Buy	4,685 +7	+0.1%	+$347	﹤0.01%	2874
2025 Q1	$227K	Buy	4,678 +572	+14%	+$29.4K	﹤0.01%	2889
2024 Q4	$211K	Buy	4,106 +83	+2%	+$4.41K	﹤0.01%	2963
2024 Q3	$209K	Buy	+4,023	New	+$201K	﹤0.01%	2906

Other funds holding PSC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Mariner's PSC Position: Q2 2026 in Review

Mariner sold out of Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q2 2026, closing a stake of 4,677 shares — an estimated $268K sold.

Mariner first reported a position in PSC in Q3 2024 and held it in 7 quarters. The position peaked at $271K in Q4 2025. 106 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

Mariner reported no remaining Principal Exchange-Traded Funds Principal US Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Mariner sold 4,677 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $268K.
Mariner first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q3 2024 and held it in 7 quarters.
Mariner's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $271K in Q4 2025.
106 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.