RJA
PSC icon

Raymond James & Associates’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Raymond James & Associates’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
2024
Q3 		$703K Buy
13,520
+878
+7% +$43.9K ﹤0.01% 2903
2024
Q2 		$608K Buy
12,642
+1,334
+12% +$63.9K ﹤0.01% 2943
2024
Q1 		$561K Buy
11,308
+3,802
+51% +$178K ﹤0.01% 2997
2023
Q4 		$345K Buy
+7,506
New +$311K ﹤0.01% 3195

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Raymond James & Associates's PSC Position: Q3 2024 in Review

Raymond James & Associates increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 6.9% in Q3 2024, buying an estimated $43.9K and bringing the position to 13,520 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #2903.

Raymond James & Associates first reported a position in PSC in Q4 2023 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold PSC as of Q3 2024.

  • Raymond James & Associates held 13,520 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $703K as of Q3 2024.
  • Raymond James & Associates bought 878 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q3 2024, an estimated $43.9K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2903 holding.
  • Raymond James & Associates first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2023 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.