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

&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 Q1	$8.22M	Sell	143,327 -56,527	-28%	-$3.36M	0.04%	385
2025 Q4	$11.5M	Sell	199,854 -3,024	-1%	-$173K	0.06%	276
2025 Q3	$11.6M	Buy	202,878 +17,997	+10%	+$984K	0.07%	242
2025 Q2	$9.86M	Buy	184,881 +39,670	+27%	+$1.97M	0.08%	237
2025 Q1	$7M	Buy	145,211 +41,613	+40%	+$2.14M	0.07%	239
2024 Q4	$5.38M	Buy	103,598 +82,420	+389%	+$4.38M	0.06%	263
2024 Q3	$1.1M	Buy	21,178 +6,029	+40%	+$302K	0.02%	541
2024 Q2	$729K	Buy	+15,149	New	+$726K	0.03%	428

Other funds holding PSC

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

&Partners's PSC Position: Q1 2026 in Review

&Partners reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 28% in Q1 2026, selling an estimated $3.36M and leaving 143,327 shares worth $8.22M. The position accounts for 0.04% of the portfolio, ranked #385.

&Partners first reported a position in PSC in Q2 2024 and has held it in 8 quarters since. The position peaked at $11.6M in Q3 2025. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

&Partners held 143,327 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $8.22M as of Q1 2026.
&Partners sold 56,527 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2026, an estimated $3.36M.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.04% of &Partners's portfolio in Q1 2026, its #385 holding.
&Partners first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
&Partners's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $11.6M 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 &Partners's 13F filing for Q1 2026, filed 15 May 2026.