Osaic Holdings
PSC icon

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

Osaic Holdings’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 		$10.3M Buy
147,039
+24,771
+20% +$1.59M 0.01% 1019
2026
Q1 		$7.01M Sell
122,268
-3,159
-3% -$188K 0.01% 1130
2025
Q4 		$7.24M Buy
125,427
+18,075
+17% +$1.03M 0.01% 1134
2025
Q3 		$6.02M Buy
107,352
+7,409
+7% +$405K 0.01% 1329
2025
Q2 		$5.33M Buy
99,943
+20,253
+25% +$1.01M 0.01% 1204
2025
Q1 		$3.87M Buy
79,690
+34,147
+75% +$1.75M 0.01% 1198
2024
Q4 		$2.33M Buy
45,543
+14,225
+45% +$757K 0.01% 1544
2024
Q3 		$1.63M Buy
31,318
+13,194
+73% +$660K ﹤0.01% 1877
2024
Q2 		$872K Buy
18,124
+17,971
+11,746% +$861K ﹤0.01% 2304
2024
Q1 		$7.6K Buy
153
+99
+183% +$4.64K ﹤0.01% 5900
2023
Q4 		$2.52K Sell
54
-45,553
-100% -$1.89M ﹤0.01% 6455
2023
Q3 		$1.87M Sell
45,607
-3,911
-8% -$166K ﹤0.01% 2058
2023
Q2 		$2.1M Buy
49,518
+3,595
+8% +$144K ﹤0.01% 1816
2023
Q1 		$1.84M Buy
45,923
+5,986
+15% +$247K ﹤0.01% 1888
2022
Q4 		$1.56M Buy
39,937
+34,508
+636% +$1.37M ﹤0.01% 1952
2022
Q3 		$200K Sell
5,429
-5,636
-51% -$227K ﹤0.01% 3749
2022
Q2 		$422K Sell
11,065
-350
-3% -$14.4K ﹤0.01% 3093
2022
Q1 		$507K Buy
11,415
+6,093
+114% +$271K ﹤0.01% 3219
2021
Q4 		$252K Buy
5,322
+3,839
+259% +$182K ﹤0.01% 3739
2021
Q3 		$67K Buy
1,483
+1,378
+1,312% +$63.1K ﹤0.01% 4880
2021
Q2 		$5K Buy
+105
New +$4.82K ﹤0.01% 6373
2021
Q1 		– Sell
-25,888
Closed -$940K – 6919
2020
Q4 		$940K Sell
25,888
-2,363
-8% -$77.2K ﹤0.01% 2100
2020
Q3 		$793K Sell
28,251
-425
-1% -$12.1K ﹤0.01% 2021
2020
Q2 		$784K Buy
28,676
+8,825
+44% +$223K ﹤0.01% 1947
2020
Q1 		$427K Buy
+19,851
New +$580K ﹤0.01% 2232

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings's PSC Position: Q2 2026 in Review

Osaic Holdings increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 20% in Q2 2026, buying an estimated $1.59M and bringing the position to 147,039 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #1019.

Osaic Holdings first reported a position in PSC in Q1 2020 and has held it in 25 quarters since. 106 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • Osaic Holdings held 147,039 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $10.3M as of Q2 2026.
  • Osaic Holdings bought 24,771 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $1.59M.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1019 holding.
  • Osaic Holdings first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • 106 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.