Steward Partners Investment Advisory’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Steward Partners Investment Advisory’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	Sell	19,983 -5,441	-21%	-$324K	0.01%	1092
2025 Q4	$1.47M	Buy	25,424 +3,034	+14%	+$173K	0.01%	907
2025 Q3	$1.28M	Buy	22,390 +6,039	+37%	+$330K	0.01%	950
2025 Q2	$871K	Buy	16,351 +3,981	+32%	+$198K	0.01%	1046
2025 Q1	$601K	Buy	12,370 +822	+7%	+$42.2K	0.01%	1141
2024 Q4	$592K	Buy	11,548 +7,594	+192%	+$404K	0.01%	1087
2024 Q3	$205K	Buy	+3,954	New	+$198K	﹤0.01%	1517
2022 Q4	–	Sell	-112	Closed	-$4K	–	3437
2022 Q3	$4K	Hold	112	–	–	﹤0.01%	2875
2022 Q2	$4K	Hold	112	–	–	﹤0.01%	2863
2022 Q1	$5K	Buy	+112	New	+$4.98K	﹤0.01%	2902

Other funds holding PSC

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's PSC Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 21% in Q1 2026, selling an estimated $324K and leaving 19,983 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1092.

Steward Partners Investment Advisory first reported a position in PSC in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.47M in Q4 2025. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

Steward Partners Investment Advisory held 19,983 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $1.15M as of Q1 2026.
Steward Partners Investment Advisory sold 5,441 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2026, an estimated $324K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1092 holding.
Steward Partners Investment Advisory first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q1 2022 and has held it in 10 quarters since.
Steward Partners Investment Advisory's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $1.47M in Q4 2025.
90 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.