SAM
PSC icon

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

Smartleaf Asset 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
Q1 		$1.15M Buy
20,632
+1,864
+10% +$111K 0.04% 374
2025
Q4 		$1.09M Buy
18,768
+3,718
+25% +$213K 0.04% 357
2025
Q3 		$859K Sell
15,050
-3,540
-19% -$194K 0.05% 352
2025
Q2 		$987K Buy
18,590
+7,319
+65% +$363K 0.09% 255
2025
Q1 		$543K Buy
11,271
+4,567
+68% +$235K 0.05% 345
2024
Q4 		$343K Buy
6,704
+1,502
+29% +$79.9K 0.03% 411
2024
Q3 		$269K Buy
5,202
+1,073
+26% +$53.7K 0.03% 417
2024
Q2 		$197K Buy
4,129
+1,365
+49% +$65.4K 0.03% 385
2024
Q1 		$136K Buy
2,764
+1,718
+164% +$80.5K 0.03% 450
2023
Q4 		$48.6K Buy
+1,046
New +$43.4K 0.01% 540

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

Smartleaf Asset Management's PSC Position: Q1 2026 in Review

Smartleaf Asset Management increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 9.9% in Q1 2026, buying an estimated $111K and bringing the position to 20,632 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #374.

Smartleaf Asset Management first reported a position in PSC in Q4 2023 and has held it in 10 quarters since. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

  • Smartleaf Asset Management held 20,632 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $1.15M as of Q1 2026.
  • Smartleaf Asset Management bought 1,864 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2026, an estimated $111K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.04% of Smartleaf Asset Management's portfolio in Q1 2026, its #374 holding.
  • Smartleaf Asset Management first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 90 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.