Turning Point Benefit Group’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Turning Point Benefit Group’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	$3.08M	Buy	44,046 +31,530	+252%	+$2.03M	1.32%	24
2026 Q1	$729K	Sell	12,516 -19,657	-61%	-$1.17M	0.46%	44
2025 Q4	$1.86M	Buy	32,173 +7,082	+28%	+$405K	0.97%	28
2025 Q3	$1.42M	Buy	+25,091	New	+$1.37M	0.86%	28

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 22.96% 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 $59.8B AUM 29.42% 1-Year Est. Return

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

Turning Point Benefit Group's PSC Position: Q2 2026 in Review

Turning Point Benefit Group increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 252% in Q2 2026, buying an estimated $2.03M and bringing the position to 44,046 shares worth $3.08M. The position accounts for 1.32% of the portfolio, ranked #24.

Turning Point Benefit Group first reported a position in PSC in Q3 2025 and has held it in 4 quarters since. 106 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

Turning Point Benefit Group held 44,046 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $3.08M as of Q2 2026.
Turning Point Benefit Group bought 31,530 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $2.03M.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 1.32% of Turning Point Benefit Group's portfolio in Q2 2026, its #24 holding.
Turning Point Benefit Group first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
106 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.