BOLTON SECURITIES CORPORATION’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q3	$3K	Hold	45	–	–	﹤0.01%	2053
2026 Q2	$3.16K	Hold	45	–	–	﹤0.01%	2024
2026 Q1	$2.58K	Buy	+45	New	+$2.68K	﹤0.01%	1859

Other funds holding PSC

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PSC Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) position steady in Q3 2026 at 45 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

BOLTON SECURITIES CORPORATION first reported a position in PSC in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.16K in Q2 2026. 78 funds tracked by Wall St. Rank hold PSC as of Q3 2026.

BOLTON SECURITIES CORPORATION held 45 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $3K as of Q3 2026.
BOLTON SECURITIES CORPORATION left its Principal Exchange-Traded Funds Principal US Small-Cap ETF share count unchanged in Q3 2026.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #2053 holding.
BOLTON SECURITIES CORPORATION first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q1 2026 and has held it in 3 quarters since.
BOLTON SECURITIES CORPORATION's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $3.16K in Q2 2026.
78 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.