ORG Wealth Partners
PSC icon

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

ORG Wealth Partners’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
Q3 		$1.47M Buy
+22,012
New +$1.51M 0.24% 69

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Truist Financial
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Veracity Capital
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HCM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Legacy CG
Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

ORG Wealth Partners's PSC Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q3 2026: 22,012 shares worth $1.47M. The stake represents 0.24% of the portfolio and ranks #69 among its holdings.

57 funds tracked by Wall St. Rank hold PSC as of Q3 2026.

  • ORG Wealth Partners held 22,012 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $1.47M as of Q3 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF was a new ORG Wealth Partners position in Q3 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.24% of ORG Wealth Partners's portfolio in Q3 2026, its #69 holding.
  • 57 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.