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Wealth Advisors of Tampa Bay’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Wealth Advisors of Tampa Bay’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 		$4.26M Sell
74,284
-1,293
-2% -$76.9K 1.41% 28
2025
Q4 		$4.36M Buy
75,577
+2,022
+3% +$116K 1.51% 24
2025
Q3 		$4.19M Buy
+73,555
New +$4.02M 1.4% 28

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Advisors of Tampa Bay's PSC Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 1.7% in Q1 2026, selling an estimated $76.9K and leaving 74,284 shares worth $4.26M. The position accounts for 1.41% of the portfolio, ranked #28.

Wealth Advisors of Tampa Bay first reported a position in PSC in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.36M in Q4 2025. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

  • Wealth Advisors of Tampa Bay held 74,284 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $4.26M as of Q1 2026.
  • Wealth Advisors of Tampa Bay sold 1,293 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2026, an estimated $76.9K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 1.41% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #28 holding.
  • Wealth Advisors of Tampa Bay first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Wealth Advisors of Tampa Bay's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $4.36M 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 Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.