Private Advisor Group’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Private Advisor Group’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	$2.1M	Buy	36,705 +4,961	+16%	+$295K	0.01%	1042
2025 Q4	$1.83M	Buy	31,744 +7,825	+33%	+$447K	0.01%	1078
2025 Q3	$1.36M	Buy	23,919 +3,866	+19%	+$211K	0.01%	1196
2025 Q2	$1.07M	Buy	20,053 +3,192	+19%	+$158K	0.01%	1280
2025 Q1	$819K	Buy	16,861 +3,543	+27%	+$182K	0.01%	1345
2024 Q4	$683K	Buy	+13,318	New	+$708K	﹤0.01%	1420
2020 Q3	–	Sell	-975	Closed	-$27K	–	2949
2020 Q2	$27K	Buy	+975	New	+$24.6K	﹤0.01%	2414
2020 Q1	–	Sell	-9,225	Closed	-$300K	–	1590
2019 Q4	$300K	Hold	9,225	–	–	﹤0.01%	1277
2019 Q3	$283K	Sell	9,225 -10	-0.1%	-$308	﹤0.01%	1323
2019 Q2	$290K	Buy	+9,235	New	+$288K	0.01%	1302

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

Private Advisor Group's PSC Position: Q1 2026 in Review

Private Advisor Group increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 16% in Q1 2026, buying an estimated $295K and bringing the position to 36,705 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #1042.

Private Advisor Group first reported a position in PSC in Q2 2019 and has held it in 10 quarters since. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

Private Advisor Group held 36,705 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $2.1M as of Q1 2026.
Private Advisor Group bought 4,961 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2026, an estimated $295K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1042 holding.
Private Advisor Group first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q2 2019 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 Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.