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

SeaCrest Wealth Management’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	$567K	Buy	8,087 +1,141	+16%	+$73.3K	0.06%	263
2026 Q1	$398K	Sell	6,946 -51	-0.7%	-$3.03K	0.04%	390
2025 Q4	$417K	Buy	6,997 +877	+14%	+$50.1K	0.04%	365
2025 Q3	$355K	Buy	6,120 +1,070	+21%	+$58.5K	0.04%	415
2025 Q2	$269K	Buy	5,050 +207	+4%	+$10.3K	0.03%	486
2025 Q1	$235K	Buy	4,843 +725	+18%	+$37.2K	0.03%	567
2024 Q4	$211K	Buy	+4,118	New	+$219K	0.02%	605

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 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $672B AUM 33.48% 1-Year Est. Return

SeaCrest Wealth Management's PSC Position: Q2 2026 in Review

SeaCrest Wealth Management increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 16% in Q2 2026, buying an estimated $73.3K and bringing the position to 8,087 shares worth $567K. The position accounts for 0.06% of the portfolio, ranked #263.

SeaCrest Wealth Management first reported a position in PSC in Q4 2024 and has held it in 7 quarters since. 106 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

SeaCrest Wealth Management held 8,087 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $567K as of Q2 2026.
SeaCrest Wealth Management bought 1,141 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $73.3K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.06% of SeaCrest Wealth Management's portfolio in Q2 2026, its #263 holding.
SeaCrest Wealth Management first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
106 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.