PSI Advisors’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

PSI Advisors’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	$10.7M	Buy	152,856 +2,295	+2%	+$147K	2.49%	10
2026 Q1	$8.63M	Buy	150,561 +15,713	+12%	+$935K	2.07%	12
2025 Q4	$7.78M	Sell	134,848 -8,446	-6%	-$483K	1.96%	12
2025 Q3	$8.16M	Buy	143,294 +5,262	+4%	+$288K	2.1%	13
2025 Q2	$7.35M	Buy	+138,032	New	+$6.85M	3.61%	7
2020 Q1	–	Sell	-64	Closed	-$2K	–	458
2019 Q4	$2K	Buy	+64	New	+$2.02K	﹤0.01%	620

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

PSI Advisors's PSC Position: Q2 2026 in Review

PSI Advisors increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 1.5% in Q2 2026, buying an estimated $147K and bringing the position to 152,856 shares worth $10.7M. The position accounts for 2.49% of the portfolio, ranked #10.

PSI Advisors first reported a position in PSC in Q4 2019 and has held it in 6 quarters since. 106 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

PSI Advisors held 152,856 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $10.7M as of Q2 2026.
PSI Advisors bought 2,295 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $147K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 2.49% of PSI Advisors's portfolio in Q2 2026, its #10 holding.
PSI Advisors first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2019 and has held it in 6 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 PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.