Purchases and Sales Made in Q2 2025 in Principal ETF U.S. Small Cap M (PSC)
This table provides information about the institutional ownership of Principal ETF U.S. Small Cap M (PSC) during Q2 2025. The information is specifically focused on institutions that hold shares of PRINCIPAL ETF U.S. SMALL-CAP M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
759K+ 211.18% |
$32.8M - $40.5M
|
1.12M
$63M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
549K+ 32.29% |
$23.7M - $29.2M
|
2.25M
$127M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
354K+ 18.91% |
$15.3M - $18.9M
|
2.23M
$125M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
271KNew |
$11.7M - $14.4M
|
271K
$15.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
201K+ 115.47% |
$8.65M - $10.7M
|
374K
$21.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
175KNew |
$7.55M - $9.32M
|
175K
$9.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
159K+ 31.16% |
$6.86M - $8.48M
|
670K
$37.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
138KNew |
$5.95M - $7.35M
|
138K
$7.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
86.2K+ 22.29% |
$3.72M - $4.59M
|
473K
$26.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
81.3K+ 11.71% |
$3.51M - $4.33M
|
776K
$43.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
71.9KNew |
$3.1M - $3.83M
|
71.9K
$4.05M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
54.4K+ 119.45% |
$2.35M - $2.9M
|
99.9K
$5.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
52.3KNew |
$2.26M - $2.79M
|
52.3K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
39.7K+ 27.32% |
$1.71M - $2.11M
|
185K
$10.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
27.1KNew |
$1.17M - $1.44M
|
27.1K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
26.7K+ 82.98% |
$1.15M - $1.42M
|
59K
$3.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.4KNew |
$881K - $1.09M
|
20.4K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14KNew |
$605K - $748K
|
14K
$790K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.4K+ 107.53% |
$536K - $662K
|
24K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$461K - $569K
|
10.7K
$601K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.7KNew |
$418K - $517K
|
9.7K
$546K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
8.57KNew |
$370K - $457K
|
8.57K
$482K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
8.17KNew |
$352K - $435K
|
8.17K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.32K+ 64.94% |
$316K - $390K
|
18.6K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.86K+ 21.77% |
$296K - $365K
|
38.4K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.73K+ 139.97% |
$291K - $359K
|
11.5K
$650K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.37KNew |
$232K - $286K
|
5.37K
$302K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.98K+ 32.18% |
$172K - $212K
|
16.4K
$921K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.77K+ 20.59% |
$163K - $201K
|
22.1K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
3.65K+ 148.71% |
$157K - $194K
|
6.1K
$343K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.19K+ 18.93% |
$138K - $170K
|
20.1K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.64K+ 4.95% |
$70.6K - $87.2K
|
34.7K
$1.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.48KNew |
$64K - $79.1K
|
1.48K
$83.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.16K+ 12.24% |
$50.1K - $61.9K
|
10.7K
$600K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
673+ 4.1% |
$29K - $35.9K
|
17.1K
$962K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
584+ 14.25% |
$25.2K - $31.1K
|
4.68K
$264K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
390+ 40.16% |
$16.8K - $20.8K
|
1.36K
$76.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
300+ 7.84% |
$12.9K - $16K
|
4.13K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
259New |
$11.2K - $13.8K
|
259
$14.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
257New |
$11.1K - $13.7K
|
257
$14.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
207+ 4.27% |
$8.93K - $11K
|
5.05K
$284K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
179New |
$7.72K - $9.54K
|
179
$10.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
75+ 4.0% |
$3.24K - $4K
|
1.95K
$110K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
7+ 2.38% |
$302 - $373
|
301
$16.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.15% |
$302 - $373
|
4.69K
$264K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3+ 2.63% |
$129 - $160
|
117
$6.59K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1New |
$43.1 - $53.3
|
1
$56.3
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-31- 96.88% |
$1.34K - $1.65K
|
1
$56.3
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-353- 75.75% |
$15.2K - $18.8K
|
113
$6.36K
|