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

Perennial Investment 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	$294K	Sell	4,189 -210	-5%	-$13.5K	0.02%	445
2026 Q1	$252K	Hold	4,399	–	–	0.02%	434
2025 Q4	$254K	Hold	4,399	–	–	0.02%	416
2025 Q3	$251K	Hold	4,399	–	–	0.02%	408
2025 Q2	$234K	Hold	4,399	–	–	0.02%	414
2025 Q1	$214K	Buy	+4,399	New	+$226K	0.02%	395

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 22.9% 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 $67.3B AUM 21.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Perennial Investment Advisors's PSC Position: Q2 2026 in Review

Perennial Investment Advisors reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 4.8% in Q2 2026, selling an estimated $13.5K and leaving 4,189 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #445.

Perennial Investment Advisors first reported a position in PSC in Q1 2025 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

Perennial Investment Advisors held 4,189 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $294K as of Q2 2026.
Perennial Investment Advisors sold 210 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $13.5K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #445 holding.
Perennial Investment 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.
105 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.