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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
81.3K+ 11.71% |
$3.51M - $4.33M
|
776K
$41.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.7KNew |
$418K - $517K
|
9.7K
$517K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
257New |
$11.1K - $13.7K
|
257
$13.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
207+ 4.27% |
$8.93K - $11K
|
5.05K
$269K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3+ 2.63% |
$129 - $160
|
117
$6.24K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-459- 10.3% |
$19.8K - $24.5K
|
4K
$213K
|