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

NewEdge 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
2026
Q1 		$2.02M Sell
35,184
-2,093
-6% -$125K 0.01% 1101
2025
Q4 		$2.15M Sell
37,277
-38,205
-51% -$2.18M 0.01% 1037
2025
Q3 		$4.3M Buy
75,482
+37,113
+97% +$2.03M 0.02% 693
2025
Q2 		$2.04M Buy
38,369
+6,859
+22% +$340K 0.01% 923
2025
Q1 		$1.53M Buy
+31,510
New +$1.62M 0.01% 974

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

NewEdge Advisors's PSC Position: Q1 2026 in Review

NewEdge Advisors reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 5.6% in Q1 2026, selling an estimated $125K and leaving 35,184 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #1101.

NewEdge Advisors first reported a position in PSC in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.3M in Q3 2025. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

  • NewEdge Advisors held 35,184 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $2.02M as of Q1 2026.
  • NewEdge Advisors sold 2,093 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2026, an estimated $125K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1101 holding.
  • NewEdge Advisors first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • NewEdge Advisors's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $4.3M in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.