FHC
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First Heartland Consultants’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

First Heartland Consultants’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 		$10.4M Buy
156,599
+5,839
+4% +$401K 0.69% 33
2026
Q2 		$10.6M Buy
+150,760
New +$9.68M 0.68% 35

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
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
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

First Heartland Consultants's PSC Position: Q3 2026 in Review

First Heartland Consultants increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 3.9% in Q3 2026, buying an estimated $401K and bringing the position to 156,599 shares worth $10.4M. The position accounts for 0.69% of the portfolio, ranked #33.

First Heartland Consultants first reported a position in PSC in Q2 2026 and has held it in 2 quarters since. The position peaked at $10.6M in Q2 2026. 10 funds tracked by Wall St. Rank hold PSC as of Q3 2026.

  • First Heartland Consultants held 156,599 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $10.4M as of Q3 2026.
  • First Heartland Consultants bought 5,839 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q3 2026, an estimated $401K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.69% of First Heartland Consultants's portfolio in Q3 2026, its #33 holding.
  • First Heartland Consultants first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • First Heartland Consultants's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $10.6M 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 First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.