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 Q2	$3.34M	Buy	47,623 +12,439	+35%	+$799K	0.01%	950
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 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

NewEdge Advisors's PSC Position: Q2 2026 in Review

NewEdge Advisors increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 35% in Q2 2026, buying an estimated $799K and bringing the position to 47,623 shares worth $3.34M. The position accounts for 0.01% of the portfolio, ranked #950.

NewEdge Advisors first reported a position in PSC in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.3M in Q3 2025. 106 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

NewEdge Advisors held 47,623 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $3.34M as of Q2 2026.
NewEdge Advisors bought 12,439 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $799K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #950 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 6 quarters since.
NewEdge Advisors's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $4.3M in Q3 2025.
106 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.