Spartan Wealth Advisory Services LLC’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Spartan Wealth Advisory Services LLC’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	$1.61M	Buy	22,900 +2,315	+11%	+$149K	0.13%	136
2026 Q1	$1.18M	Buy	+20,585	New	+$1.22M	0.1%	140

Other funds holding PSC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's PSC Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 11% in Q2 2026, buying an estimated $149K and bringing the position to 22,900 shares worth $1.61M. The position accounts for 0.13% of the portfolio, ranked #136.

Spartan Wealth Advisory Services LLC first reported a position in PSC in Q1 2026 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

Spartan Wealth Advisory Services LLC held 22,900 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $1.61M as of Q2 2026.
Spartan Wealth Advisory Services LLC bought 2,315 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $149K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.13% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #136 holding.
Spartan Wealth Advisory Services LLC first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
103 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.