Principal U.S. Small-Cap Multi-Factor ETF $PSC Stock Holdings Lifted by RFG Bristol Wealth Advisors LLC

Posted by Chris Copeland on Jul 16th, 2026

RFG Bristol Wealth Advisors LLC boosted its position in shares of Principal U.S. Small-Cap Multi-Factor ETF (NASDAQ:PSC – Free Report) by 9.0% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 139,728 shares of the company’s stock after buying an additional 11,594 shares during the quarter. Principal U.S. Small-Cap Multi-Factor ETF makes up about 2.2% of RFG Bristol Wealth Advisors LLC’s holdings, making the stock its 10th biggest holding. RFG Bristol Wealth Advisors LLC owned about 0.44% of Principal U.S. Small-Cap Multi-Factor ETF worth $8,010,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. truNorth Financial Services Inc. grew its holdings in Principal U.S. Small-Cap Multi-Factor ETF by 33.0% in the 1st quarter. truNorth Financial Services Inc. now owns 5,434 shares of the company’s stock worth $312,000 after acquiring an additional 1,347 shares during the last quarter. Sigma Planning Corp boosted its holdings in shares of Principal U.S. Small-Cap Multi-Factor ETF by 5.6% during the first quarter. Sigma Planning Corp now owns 22,519 shares of the company’s stock worth $1,291,000 after purchasing an additional 1,202 shares during the period. Flynn Zito Capital Management LLC bought a new stake in shares of Principal U.S. Small-Cap Multi-Factor ETF in the first quarter worth about $2,771,000. Principal Financial Group Inc. grew its stake in shares of Principal U.S. Small-Cap Multi-Factor ETF by 6.9% in the first quarter. Principal Financial Group Inc. now owns 12,549,404 shares of the company’s stock worth $719,094,000 after purchasing an additional 814,741 shares during the last quarter. Finally, Fifth Third Bancorp bought a new stake in shares of Principal U.S. Small-Cap Multi-Factor ETF in the first quarter worth about $179,000.

Principal U.S. Small-Cap Multi-Factor ETF Price Performance

PSC opened at $68.63 on Thursday. The business has a 50 day simple moving average of $66.55 and a two-hundred day simple moving average of $62.28. The firm has a market capitalization of $2.31 billion, a price-to-earnings ratio of 17.29 and a beta of 1.00. Principal U.S. Small-Cap Multi-Factor ETF has a one year low of $51.34 and a one year high of $70.56.

Principal U.S. Small-Cap Multi-Factor ETF Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, July 6th. Stockholders of record on Wednesday, July 1st were paid a dividend of $0.0868 per share. The ex-dividend date of this dividend was Wednesday, July 1st. This represents a $0.35 annualized dividend and a dividend yield of 0.5%.

Principal U.S. Small-Cap Multi-Factor ETF Profile

(Free Report)

The Principal U.S. Small-Cap Multi-Factor ETF (PSC) is an exchange-traded fund that is based on the Russell 2000 index. The fund is actively managed to invest in small-cap US companies. The fund uses a proprietary, quantitative model to construct the portfolio. PSC was launched on Sep 21, 2016 and is managed by Principal.