PSC — PRINCIPAL U S

Ownership history in PSI Advisors, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which PSI Advisors, LLC reported a position in PRINCIPAL U S (PSC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.61% (2025 Q2)
Avg. % of fund
1.92%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 134,848 -8,446 -5.9% 1.96% $7.8M $57.73
2025 Q3 ADDED 143,294 +5,262 +3.8% 2.10% $8.2M $56.81
2025 Q2 ADDED 138,032 +137,968 +215575.0% 3.61% $7.4M $53.02
2019 Q4 INITIATED 64 — — 0.00% $2K $30.33
% of Fund (quarterly)    PSC price (monthly, adj. close)

Other funds also holding PSC

As of 2025 Q4 — sorted by position size

Veracity Capital LLC 3Y 4.49% Hudson Capital Management LLC 3Y 7Y 2.65% PRINCIPAL SECURITIES, INC. 2.07% Wealth Advisors of Tampa Bay, LLC 3Y 7Y 1.51% Northwest Wealth Advisors, LLC 1.49% Turning Point Benefit Group, Inc. 0.97% Integrity Financial Corp /WA 3Y 0.95% Kraft, Davis & Associates, LLC 3Y 0.49% PRINCIPAL FINANCIAL GROUP INC 3Y 7Y 0.35% WealthCare Investment Partners, LLC 3Y 0.29%
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