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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
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avaii Wealth Management's PSC Position: Q3 2025 in Review

Avaii Wealth Management sold out of Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q3 2025, closing a stake of 3,997 shares — an estimated $213K sold.

Avaii Wealth Management first reported a position in PSC in Q4 2024 and held it in 3 quarters. The position peaked at $221K in Q4 2024. 67 funds tracked by Wall St. Rank hold PSC as of Q3 2025.

  • Avaii Wealth Management reported no remaining Principal Exchange-Traded Funds Principal US Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Avaii Wealth Management sold 3,997 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q3 2025, an estimated $213K.
  • Avaii Wealth Management first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Avaii Wealth Management's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $221K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q3 2025.

Based on Avaii Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.