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
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 $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Principal Securities's PSC Position: Q1 2026 in Review

Principal Securities increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 9.4% in Q1 2026, buying an estimated $12.9M and bringing the position to 2,536,322 shares worth $145M. The position accounts for 2.13% of the portfolio, ranked #3.

Principal Securities first reported a position in PSC in Q4 2023 and has held it in 10 quarters since. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

  • Principal Securities held 2,536,322 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $145M as of Q1 2026.
  • Principal Securities bought 216,897 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2026, an estimated $12.9M.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 2.13% of Principal Securities's portfolio in Q1 2026, its #3 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 10 quarters since.
  • 90 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.