AWM
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Avaii Wealth Management’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Avaii Wealth Management’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
Q3 		$209K Sell
3,097
-8
-0.3% -$549 0.06% 170
2026
Q2 		$218K Buy
+3,105
New +$199K 0.06% 165
2025
Q3 		– Sell
-3,997
Closed -$213K – 156
2025
Q2 		$213K Sell
3,997
-459
-10% -$22.8K 0.09% 126
2025
Q1 		$216K Buy
4,456
+149
+3% +$7.66K 0.12% 115
2024
Q4 		$221K Buy
+4,307
New +$229K 0.11% 119

Other funds holding PSC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
WP
Walleye Partners Madison, Wisconsin $89M AUM 5.66% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Avaii Wealth Management's PSC Position: Q3 2026 in Review

Avaii Wealth Management reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 0.26% in Q3 2026, selling an estimated $549 and leaving 3,097 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #170.

Avaii Wealth Management first reported a position in PSC in Q4 2024 and has held it in 5 quarters since. The position peaked at $221K in Q4 2024. 10 funds tracked by Wall St. Rank hold PSC as of Q3 2026.

  • Avaii Wealth Management held 3,097 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $209K as of Q3 2026.
  • Avaii Wealth Management sold 8 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q3 2026, an estimated $549.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.06% of Avaii Wealth Management's portfolio in Q3 2026, its #170 holding.
  • Avaii Wealth Management first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • Avaii Wealth Management's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $221K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.