SeaCrest Wealth Management’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

SeaCrest 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
2026 Q2	$567K	Buy	8,087 +1,141	+16%	+$73.3K	0.06%	263
2026 Q1	$398K	Sell	6,946 -51	-0.7%	-$3.03K	0.04%	390
2025 Q4	$417K	Buy	6,997 +877	+14%	+$50.1K	0.04%	365
2025 Q3	$355K	Buy	6,120 +1,070	+21%	+$58.5K	0.04%	415
2025 Q2	$269K	Buy	5,050 +207	+4%	+$10.3K	0.03%	486
2025 Q1	$235K	Buy	4,843 +725	+18%	+$37.2K	0.03%	567
2024 Q4	$211K	Buy	+4,118	New	+$219K	0.02%	605

Other funds holding PSC

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Welch Financial Planning Boulder, Colorado $172M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return