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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
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $672B AUM 33.48% 1-Year Est. Return

Sagespring Wealth Partners's PSC Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 4.8% in Q2 2026, selling an estimated $316K and leaving 97,136 shares worth $6.81M. The position accounts for 0.1% of the portfolio, ranked #109.

Sagespring Wealth Partners first reported a position in PSC in Q1 2026 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • Sagespring Wealth Partners held 97,136 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $6.81M as of Q2 2026.
  • Sagespring Wealth Partners sold 4,918 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $316K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.1% of Sagespring Wealth Partners's portfolio in Q2 2026, its #109 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 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.