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

Sheets Smith 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 		$884K Sell
12,601
-218
-2% -$14K 0.09% 222
2026
Q1 		$735K Buy
12,819
+942
+8% +$56K 0.08% 230
2025
Q4 		$686K Buy
11,877
+517
+5% +$29.6K 0.08% 233
2025
Q3 		$647K Buy
11,360
+1,660
+17% +$90.8K 0.07% 247
2025
Q2 		$517K Buy
+9,700
New +$481K 0.06% 279

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

Sheets Smith Wealth Management's PSC Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 1.7% in Q2 2026, selling an estimated $14K and leaving 12,601 shares worth $884K. The position accounts for 0.09% of the portfolio, ranked #222.

Sheets Smith Wealth Management first reported a position in PSC in Q2 2025 and has held it in 5 quarters since. 106 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • Sheets Smith Wealth Management held 12,601 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $884K as of Q2 2026.
  • Sheets Smith Wealth Management sold 218 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $14K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.09% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #222 holding.
  • Sheets Smith Wealth Management first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q2 2025 and has held it in 5 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 Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.