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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
Q3 		$314K Sell
4,711
-3,227
-41% -$222K ﹤0.01% 1941
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 $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
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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's PSC Position: Q3 2026 in Review

Farther Finance Advisors reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 41% in Q3 2026, selling an estimated $222K and leaving 4,711 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

Farther Finance Advisors first reported a position in PSC in Q3 2025 and has held it in 5 quarters since. The position peaked at $557K in Q2 2026. 10 funds tracked by Wall St. Rank hold PSC as of Q3 2026.

  • Farther Finance Advisors held 4,711 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $314K as of Q3 2026.
  • Farther Finance Advisors sold 3,227 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q3 2026, an estimated $222K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1941 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 5 quarters since.
  • Farther Finance Advisors's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $557K 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 Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.