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 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 $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

Perennial Investment Advisors's PSC Position: Q1 2026 in Review

Perennial Investment Advisors held its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) position steady in Q1 2026 at 4,399 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #434.

Perennial Investment Advisors first reported a position in PSC in Q1 2025 and has held it in 5 quarters since. The position peaked at $254K in Q4 2025. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

Perennial Investment Advisors held 4,399 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $252K as of Q1 2026.
Perennial Investment Advisors left its Principal Exchange-Traded Funds Principal US Small-Cap ETF share count unchanged in Q1 2026.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #434 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 5 quarters since.
Perennial Investment Advisors's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $254K in Q4 2025.
90 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.