Sigma Planning Corp’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Sigma Planning Corp’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	$1.51M	Sell	21,508 -1,011	-4%	-$64.9K	0.04%	454
2026 Q1	$1.29M	Buy	22,519 +1,202	+6%	+$71.5K	0.04%	474
2025 Q4	$1.26M	Sell	21,317 -427	-2%	-$24.4K	0.03%	464
2025 Q3	$1.24M	Sell	21,744 -3,832	-15%	-$210K	0.04%	456
2025 Q2	$1.36M	Sell	25,576 -5,264	-17%	-$261K	0.04%	403
2025 Q1	$1.5M	Sell	30,840 -1,373	-4%	-$70.5K	0.05%	361
2024 Q4	$1.65M	Sell	32,213 -265	-0.8%	-$14.1K	0.05%	331
2024 Q3	$1.69M	Buy	32,478 +702	+2%	+$35.1K	0.05%	338
2024 Q2	$1.53M	Buy	31,776 +9,479	+43%	+$454K	0.05%	360
2024 Q1	$1.11M	Buy	+22,297	New	+$1.04M	0.03%	468

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sigma Planning Corp's PSC Position: Q2 2026 in Review

Sigma Planning Corp reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 4.5% in Q2 2026, selling an estimated $64.9K and leaving 21,508 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #454.

Sigma Planning Corp first reported a position in PSC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.69M in Q3 2024. 59 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

Sigma Planning Corp held 21,508 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $1.51M as of Q2 2026.
Sigma Planning Corp sold 1,011 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $64.9K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #454 holding.
Sigma Planning Corp first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Sigma Planning Corp's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $1.69M in Q3 2024.
59 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.