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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.28M Buy
2025
Q2
$871K Buy
2025
Q1
$601K Buy
2024
Q4
$592K Buy
2024
Q3
$205K Buy
2022
Q4
Sell
2022
Q3
$4K Hold
2022
Q2
$4K Hold
2022
Q1
$5K Buy