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Summit Wealth Group (Colorado)’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-20,289
Closed -$4.51M – 410
2025
Q3 		$4.51M Buy
+20,289
New +$1.11M 0.7% 26

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Wealth Group (Colorado)'s PSC Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q4 2025, closing a stake of 20,289 shares — an estimated $4.51M sold.

Summit Wealth Group (Colorado) first reported a position in PSC in Q3 2025 and held it in 1 quarter. The position peaked at $4.51M in Q3 2025. 83 funds tracked by Wall St. Rank hold PSC as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Principal Exchange-Traded Funds Principal US Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 20,289 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q4 2025, an estimated $4.51M.
  • Summit Wealth Group (Colorado) first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $4.51M in Q3 2025.
  • 83 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.