Latest Institutional Purchases of Principal ETF U.S. Small Cap M (PSC)
This list provides information on the latest institutional transactions involving Principal ETF U.S. Small Cap M (PSC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
$59M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
549K+ 32.29% |
$23.7M - $29.2M
|
2.25M
$119M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
354K+ 18.91% |
$15.3M - $18.9M
|
2.23M
$117M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
271KNew |
$11.7M - $14.4M
|
271K
$14.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
201K+ 115.47% |
$8.65M - $10.7M
|
374K
$19.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
175KNew |
$7.55M - $9.32M
|
175K
$9.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
159K+ 31.16% |
$6.86M - $8.48M
|
670K
$35.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
138KNew |
$5.95M - $7.35M
|
138K
$7.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
86.2K+ 22.29% |
$3.72M - $4.59M
|
473K
$24.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
81.3K+ 11.71% |
$3.51M - $4.33M
|
776K
$40.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
71.9KNew |
$3.1M - $3.83M
|
71.9K
$3.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
52.3KNew |
$2.26M - $2.79M
|
52.3K
$2.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
39.7K+ 27.32% |
$1.71M - $2.11M
|
185K
$9.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
27.1KNew |
$1.17M - $1.44M
|
27.1K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
26.7K+ 82.98% |
$1.15M - $1.42M
|
59K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.4KNew |
$881K - $1.09M
|
20.4K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14KNew |
$605K - $748K
|
14K
$740K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.4K+ 107.53% |
$536K - $662K
|
24K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$461K - $569K
|
10.7K
$563K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.7KNew |
$418K - $517K
|
9.7K
$512K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
8.57KNew |
$370K - $457K
|
8.57K
$452K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
8.17KNew |
$352K - $435K
|
8.17K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.32K+ 64.94% |
$316K - $390K
|
18.6K
$980K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.86K+ 21.77% |
$296K - $365K
|
38.4K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.73K+ 139.97% |
$291K - $359K
|
11.5K
$609K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.37KNew |
$232K - $286K
|
5.37K
$283K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.98K+ 32.18% |
$172K - $212K
|
16.4K
$862K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.77K+ 20.59% |
$163K - $201K
|
22.1K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
3.65K+ 148.71% |
$157K - $194K
|
6.1K
$322K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.19K+ 18.93% |
$138K - $170K
|
20.1K
$1.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.64K+ 4.95% |
$70.6K - $87.2K
|
34.7K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.48KNew |
$64K - $79.1K
|
1.48K
$78.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.16K+ 12.24% |
$50.1K - $61.9K
|
10.7K
$562K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
673+ 4.1% |
$29K - $35.9K
|
17.1K
$901K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
584+ 14.25% |
$25.2K - $31.1K
|
4.68K
$247K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
390+ 40.16% |
$16.8K - $20.8K
|
1.36K
$71.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
300+ 7.84% |
$12.9K - $16K
|
4.13K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
259New |
$11.2K - $13.8K
|
259
$13.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
257New |
$11.1K - $13.7K
|
257
$13.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
207+ 4.27% |
$8.93K - $11K
|
5.05K
$266K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
179New |
$7.72K - $9.54K
|
179
$9.44K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
75+ 4.0% |
$3.24K - $4K
|
1.95K
$103K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.15% |
$302 - $373
|
4.69K
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
7+ 2.38% |
$302 - $373
|
301
$15.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3+ 2.63% |
$129 - $160
|
117
$6.17K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1New |
$43.1 - $53.3
|
1
$52.7
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
70.3K+ 28.49% |
$3.31M - $3.83M
|
317K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.4KNew |
$207K - $240K
|
4.4K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
340New |
$16K - $18.5K
|
340
$17.9K
|
|