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Arete Wealth Advisors’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Arete Wealth Advisors’s Portfolio PSC Stock Details PSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.41M Sell
62,934
-2,159
-3% -$139K 0.29% 89
2026
Q1 		$3.73M Buy
65,093
+2,694
+4% +$160K 0.28% 87
2025
Q4 		$3.6M Buy
62,399
+2,523
+4% +$144K 0.25% 97
2025
Q3 		$3.41M Buy
59,876
+906
+2% +$49.6K 0.21% 98
2025
Q2 		$3.14M Buy
58,970
+26,743
+83% +$1.33M 0.22% 93
2025
Q1 		$1.56M Buy
32,227
+6,826
+27% +$351K 0.12% 177
2024
Q4 		$1.3M Buy
25,401
+3,149
+14% +$167K 0.09% 213
2024
Q3 		$1.15M Buy
+22,252
New +$1.11M 0.1% 204

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arete Wealth Advisors's PSC Position: Q2 2026 in Review

Arete Wealth Advisors reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 3.3% in Q2 2026, selling an estimated $139K and leaving 62,934 shares worth $4.41M. The position accounts for 0.29% of the portfolio, ranked #89.

Arete Wealth Advisors first reported a position in PSC in Q3 2024 and has held it in 8 quarters since. 105 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • Arete Wealth Advisors held 62,934 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $4.41M as of Q2 2026.
  • Arete Wealth Advisors sold 2,159 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $139K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.29% of Arete Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Arete Wealth Advisors first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 105 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.