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 Q2	$1.48M	Buy	21,098 +1,115	+6%	+$71.6K	0.01%	1077
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 $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $67.3B AUM 21.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Steward Partners Investment Advisory's PSC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 5.6% in Q2 2026, buying an estimated $71.6K and bringing the position to 21,098 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #1077.

Steward Partners Investment Advisory first reported a position in PSC in Q1 2022 and has held it in 11 quarters since. 105 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

Steward Partners Investment Advisory held 21,098 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $1.48M as of Q2 2026.
Steward Partners Investment Advisory bought 1,115 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $71.6K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1077 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 11 quarters since.
105 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.