PS
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Principal Securities’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Principal Securities’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 		$172M Sell
2,457,408
-78,914
-3% -$5.07M 2.07% 5
2026
Q1 		$145M Buy
2,536,322
+216,897
+9% +$12.9M 2.13% 3
2025
Q4 		$134M Buy
2,319,425
+99,982
+5% +$5.72M 2.07% 5
2025
Q3 		$126M Sell
2,219,443
-28,082
-1% -$1.54M 2.08% 5
2025
Q2 		$120M Buy
2,247,525
+548,537
+32% +$27.2M 2.25% 3
2025
Q1 		$87.1M Buy
1,698,988
+883
+0.1% +$45.4K 1.95% 3
2024
Q4 		$87.1M Buy
1,698,105
+400,614
+31% +$21.3M 1.96% 3
2024
Q3 		$67.4M Buy
1,297,491
+35,009
+3% +$1.75M 1.63% 6
2024
Q2 		$60.8M Buy
1,262,482
+1,030,331
+444% +$49.4M 1.67% 6
2024
Q1 		$11.5M Buy
232,151
+25,735
+12% +$1.21M 0.36% 55
2023
Q4 		$9.49M Buy
+206,416
New +$8.56M 0.35% 62

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
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
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Principal Securities's PSC Position: Q2 2026 in Review

Principal Securities reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 3.1% in Q2 2026, selling an estimated $5.07M and leaving 2,457,408 shares worth $172M. The position accounts for 2.07% of the portfolio, ranked #5.

Principal Securities first reported a position in PSC in Q4 2023 and has held it in 11 quarters since. 106 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • Principal Securities held 2,457,408 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $172M as of Q2 2026.
  • Principal Securities sold 78,914 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $5.07M.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 2.07% of Principal Securities's portfolio in Q2 2026, its #5 holding.
  • Principal Securities first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2023 and has held it in 11 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 Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.