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

Sheets Smith 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	$884K	Sell	12,601 -218	-2%	-$14K	0.09%	222
2026 Q1	$735K	Buy	12,819 +942	+8%	+$56K	0.08%	230
2025 Q4	$686K	Buy	11,877 +517	+5%	+$29.6K	0.08%	233
2025 Q3	$647K	Buy	11,360 +1,660	+17%	+$90.8K	0.07%	247
2025 Q2	$517K	Buy	+9,700	New	+$481K	0.06%	279

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

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Welch Financial Planning Boulder, Colorado $172M AUM

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