PS
RUSC

Principal Securities’s Russell Investments U.S. Small Cap Equity ETF RUSC Stock Holding History

Principal Securities’s Portfolio RUSC Stock Details RUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240K Sell
6,145
-733
-11% -$26.4K ﹤0.01% 1435
2026
Q1 		$220K Sell
6,878
-3,598
-34% -$118K ﹤0.01% 1342
2025
Q4 		$326K Sell
10,476
-4,143
-28% -$127K 0.01% 1109
2025
Q3 		$445K Buy
14,619
+9,469
+184% +$277K 0.01% 949
2025
Q2 		$142K Buy
+5,150
New +$138K ﹤0.01% 1383

Other funds holding RUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Principal Securities's RUSC Position: Q2 2026 in Review

Principal Securities reduced its Russell Investments U.S. Small Cap Equity ETF (RUSC) stake by 11% in Q2 2026, selling an estimated $26.4K and leaving 6,145 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Principal Securities first reported a position in RUSC in Q2 2025 and has held it in 5 quarters since. The position peaked at $445K in Q3 2025. 12 funds tracked by Wall St. Rank hold RUSC as of Q2 2026.

  • Principal Securities held 6,145 shares of Russell Investments U.S. Small Cap Equity ETF worth $240K as of Q2 2026.
  • Principal Securities sold 733 Russell Investments U.S. Small Cap Equity ETF shares in Q2 2026, an estimated $26.4K.
  • Russell Investments U.S. Small Cap Equity ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1435 holding.
  • Principal Securities first reported a position in Russell Investments U.S. Small Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Principal Securities's Russell Investments U.S. Small Cap Equity ETF position peaked at $445K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Russell Investments U.S. Small Cap Equity ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.