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 Q2	$3.23M	Buy	46,041 +9,336	+25%	+$600K	0.01%	811
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 $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $672B AUM 33.48% 1-Year Est. Return

Private Advisor Group's PSC Position: Q2 2026 in Review

Private Advisor Group increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 25% in Q2 2026, buying an estimated $600K and bringing the position to 46,041 shares worth $3.23M. The position accounts for 0.01% of the portfolio, ranked #811.

Private Advisor Group first reported a position in PSC in Q2 2019 and has held it in 11 quarters since. 105 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

Private Advisor Group held 46,041 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $3.23M as of Q2 2026.
Private Advisor Group bought 9,336 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $600K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #811 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 11 quarters since.
105 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.