Sagespring Wealth Partners’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Sagespring Wealth Partners’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 Q3	$6.69M	Buy	100,269 +3,133	+3%	+$215K	0.1%	107
2026 Q2	$6.81M	Sell	97,136 -4,918	-5%	-$316K	0.1%	109
2026 Q1	$5.85M	Buy	+102,054	New	+$6.07M	0.11%	103

Other funds holding PSC

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Sagespring Wealth Partners's PSC Position: Q3 2026 in Review

Sagespring Wealth Partners increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 3.2% in Q3 2026, buying an estimated $215K and bringing the position to 100,269 shares worth $6.69M. The position accounts for 0.1% of the portfolio, ranked #107.

Sagespring Wealth Partners first reported a position in PSC in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.81M in Q2 2026. 54 funds tracked by Wall St. Rank hold PSC as of Q3 2026.

Sagespring Wealth Partners held 100,269 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $6.69M as of Q3 2026.
Sagespring Wealth Partners bought 3,133 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q3 2026, an estimated $215K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.1% of Sagespring Wealth Partners's portfolio in Q3 2026, its #107 holding.
Sagespring Wealth Partners first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q1 2026 and has held it in 3 quarters since.
Sagespring Wealth Partners's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $6.81M in Q2 2026.
54 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.