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

CoreCap 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 Q3	$16.6K	Sell	249 -53	-18%	-$3.64K	﹤0.01%	1881
2026 Q2	$21.2K	Buy	302 +89	+42%	+$5.72K	﹤0.01%	1767
2026 Q1	$12.2K	Hold	213	–	–	﹤0.01%	1884
2025 Q4	$12.3K	Hold	213	–	–	﹤0.01%	1878
2025 Q3	$12.1K	Sell	213 -46	-18%	-$2.52K	﹤0.01%	1855
2025 Q2	$13.8K	Buy	+259	New	+$12.9K	﹤0.01%	1740

Other funds holding PSC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Walleye Partners Madison, Wisconsin $89M AUM 5.66% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

CoreCap Advisors's PSC Position: Q3 2026 in Review

CoreCap Advisors reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 18% in Q3 2026, selling an estimated $3.64K and leaving 249 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

CoreCap Advisors first reported a position in PSC in Q2 2025 and has held it in 6 quarters since. The position peaked at $21.2K in Q2 2026. 10 funds tracked by Wall St. Rank hold PSC as of Q3 2026.

CoreCap Advisors held 249 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $16.6K as of Q3 2026.
CoreCap Advisors sold 53 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q3 2026, an estimated $3.64K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1881 holding.
CoreCap Advisors first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
CoreCap Advisors's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $21.2K in Q2 2026.
10 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.