Steward Partners Investment Advisory, LLC Principal ETF U.S. Small Cap M Transaction History

Steward Partners Investment Advisory, LLC

$16.6 Billion
Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Principal ETF U.S. Small Cap M stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 22,390 shares of PSC stock, worth $1.24 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

22,390

Previous 16,351 36.93%

Holding current value

$1.24 Million

Previous $871,000 46.38%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$51.93 - $57.81 $313,605 - $349,114	6,039 Added 36.93%	22,390 $1.28 Million
Q2 2025 Aug 12, 2025	BUY	$43.14 - $53.28 $171,740 - $212,107	3,981 Added 32.18%	16,351 $871,000
Q1 2025 May 13, 2025	BUY	$47.13 - $54.5 $38,740 - $44,799	822 Added 7.12%	12,370 $600,000
Q4 2024 Feb 06, 2025	BUY	$50.76 - $56.6 $385,471 - $429,820	7,594 Added 192.06%	11,548 $592,000
Q3 2024 Nov 14, 2024	BUY	$47.43 - $52.33 $187,538 - $206,912	3,954 New	3,954 $205,000

Q1 2022 May 02, 2022	BUY	$42.34 - $48.15 $4,742 - $5,392	112 New	112 $5,000

Others Institutions Holding PSC

# of Institutions

Shares Held

18.3M

Call Options Held

Put Options Held

View Full List

About PRINCIPAL ETF U.S. SMALL-CAP M

Ticker PSC
Sector ETFs
Industry ETFs

More about PSC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Account

Steward Partners Investment Advisory, LLC Principal ETF U.S. Small Cap M Transaction History