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

Raymond James Financial’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	$80.3M	Buy	1,401,136 +460,552	+49%	+$27.4M	0.02%	601
2025 Q4	$54.3M	Buy	940,584 +380,076	+68%	+$21.7M	0.02%	780
2025 Q3	$31.9M	Buy	560,508 +87,622	+19%	+$4.79M	0.01%	1093
2025 Q2	$25.2M	Buy	472,886 +86,209	+22%	+$4.28M	0.01%	1191
2025 Q1	$18.8M	Buy	386,677 +243,608	+170%	+$12.5M	0.01%	1360
2024 Q4	$7.34M	Buy	+143,069	New	+$7.61M	﹤0.01%	2072

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 22.94% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Raymond James Financial's PSC Position: Q1 2026 in Review

Raymond James Financial increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 49% in Q1 2026, buying an estimated $27.4M and bringing the position to 1,401,136 shares worth $80.3M. The position accounts for 0.02% of the portfolio, ranked #601.

Raymond James Financial first reported a position in PSC in Q4 2024 and has held it in 6 quarters since. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

Raymond James Financial held 1,401,136 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $80.3M as of Q1 2026.
Raymond James Financial bought 460,552 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2026, an estimated $27.4M.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #601 holding.
Raymond James Financial first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2024 and has held it in 6 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 Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.