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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
Q1 		$5.85M Buy
+102,054
New +$6.07M 0.11% 103

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sagespring Wealth Partners's PSC Position: Q1 2026 in Review

Sagespring Wealth Partners opened a new position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q1 2026: 102,054 shares worth $5.85M. The stake represents 0.11% of the portfolio and ranks #103 among its holdings.

90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

  • Sagespring Wealth Partners held 102,054 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $5.85M as of Q1 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF was a new Sagespring Wealth Partners position in Q1 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.11% of Sagespring Wealth Partners's portfolio in Q1 2026, its #103 holding.
  • 90 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.