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

Mutual Advisors’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
2024 Q2	–	Sell	-12,560	Closed	-$623K	–	1140
2024 Q1	$623K	Sell	12,560 -24,552	-66%	-$1.15M	0.02%	621
2023 Q4	$1.71M	Sell	37,112 -7,140	-16%	-$296K	0.06%	308
2023 Q3	$1.81M	Buy	+44,252	New	+$1.88M	0.07%	280
2023 Q2	–	Sell	-44,442	Closed	-$1.78M	–	1051
2023 Q1	$1.78M	Buy	+44,442	New	+$1.84M	0.07%	272
2022 Q4	–	Sell	-21,958	Closed	-$808K	–	962
2022 Q3	$808K	Buy	21,958 +12,999	+145%	+$523K	0.04%	427
2022 Q2	$341K	Buy	+8,959	New	+$367K	0.02%	637

Other funds holding PSC

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Mutual Advisors's PSC Position: Q2 2024 in Review

Mutual Advisors sold out of Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q2 2024, closing a stake of 12,560 shares — an estimated $623K sold.

Mutual Advisors first reported a position in PSC in Q2 2022 and held it in 6 quarters. The position peaked at $1.81M in Q3 2023. 22 funds tracked by Wall St. Rank hold PSC as of Q2 2024.

Mutual Advisors reported no remaining Principal Exchange-Traded Funds Principal US Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
Mutual Advisors sold 12,560 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2024, an estimated $623K.
Mutual Advisors first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q2 2022 and held it in 6 quarters.
Mutual Advisors's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $1.81M in Q3 2023.
22 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2024.

Based on Mutual Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.