RFG Bristol Wealth Advisors LLC Has $8.01 Million Stake in Principal U.S. Small-Cap Multi-Factor ETF $PSC

Posted by Alanna Baker on Jul 16th, 2026

RFG Bristol Wealth Advisors LLC grew its stake in shares of Principal U.S. Small-Cap Multi-Factor ETF (NASDAQ:PSC – Free Report) by 9.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 139,728 shares of the company’s stock after purchasing an additional 11,594 shares during the period. Principal U.S. Small-Cap Multi-Factor ETF makes up 2.2% of RFG Bristol Wealth Advisors LLC’s investment portfolio, making the stock its 10th largest holding. RFG Bristol Wealth Advisors LLC’s holdings in Principal U.S. Small-Cap Multi-Factor ETF were worth $8,010,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Kestra Advisory Services LLC raised its stake in Principal U.S. Small-Cap Multi-Factor ETF by 2.1% in the fourth quarter. Kestra Advisory Services LLC now owns 11,673 shares of the company’s stock worth $674,000 after buying an additional 236 shares in the last quarter. Sheets Smith Wealth Management raised its position in shares of Principal U.S. Small-Cap Multi-Factor ETF by 4.6% in the 4th quarter. Sheets Smith Wealth Management now owns 11,877 shares of the company’s stock worth $686,000 after acquiring an additional 517 shares in the last quarter. Creative Financial Designs Inc. ADV raised its position in shares of Principal U.S. Small-Cap Multi-Factor ETF by 1.4% in the 4th quarter. Creative Financial Designs Inc. ADV now owns 40,990 shares of the company’s stock worth $2,366,000 after acquiring an additional 585 shares in the last quarter. Integrity Financial Corp WA lifted its stake in shares of Principal U.S. Small-Cap Multi-Factor ETF by 2.3% in the 4th quarter. Integrity Financial Corp WA now owns 32,626 shares of the company’s stock valued at $1,883,000 after purchasing an additional 722 shares during the period. Finally, SeaCrest Wealth Management LLC lifted its stake in shares of Principal U.S. Small-Cap Multi-Factor ETF by 14.3% in the 4th quarter. SeaCrest Wealth Management LLC now owns 6,997 shares of the company’s stock valued at $417,000 after purchasing an additional 877 shares during the period.

Principal U.S. Small-Cap Multi-Factor ETF Stock Up 0.5%

NASDAQ PSC opened at $68.63 on Thursday. The firm has a market capitalization of $2.31 billion, a PE ratio of 17.29 and a beta of 1.00. The stock’s 50 day moving average is $66.55 and its 200 day moving average is $62.28. Principal U.S. Small-Cap Multi-Factor ETF has a twelve month low of $51.34 and a twelve month high of $70.56.

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

The company also recently disclosed a quarterly dividend, which was paid on Monday, July 6th. Shareholders of record on Wednesday, July 1st were given 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 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.