Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
118KNew |
$6.14M - $6.84M
|
118K
$6.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
4.12K+ 2.35% |
$214K - $238K
|
179K
$10.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.03KNew |
$209K - $233K
|
4.03K
$227K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.7K+ 43.14% |
$192K - $214K
|
12.3K
$691K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.99K+ 32.71% |
$104K - $115K
|
8.09K
$455K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.66K+ 17.11% |
$86.2K - $96K
|
11.4K
$640K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1+ 100.0% |
$51.9 - $57.8
|
2
$113
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-46- 17.76% |
$2.39K - $2.66K
|
213
$12K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-75- 3.85% |
$3.89K - $4.34K
|
1.88K
$106K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.08K- 8.87% |
$160K - $178K
|
31.6K
$1.78M
|