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

Farther Finance 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 		$557K Buy
7,938
+1,305
+20% +$83.8K ﹤0.01% 1483
2026
Q1 		$383K Buy
6,633
+654
+11% +$38.9K ﹤0.01% 1584
2025
Q4 		$345K Buy
5,979
+1,948
+48% +$111K ﹤0.01% 1561
2025
Q3 		$230K Buy
+4,031
New +$220K ﹤0.01% 1535

Other funds holding PSC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Farther Finance Advisors's PSC Position: Q2 2026 in Review

Farther Finance Advisors increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 20% in Q2 2026, buying an estimated $83.8K and bringing the position to 7,938 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

Farther Finance Advisors first reported a position in PSC in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • Farther Finance Advisors held 7,938 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $557K as of Q2 2026.
  • Farther Finance Advisors bought 1,305 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $83.8K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1483 holding.
  • Farther Finance Advisors first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.