Venture Visionary Partners’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Venture Visionary Partners’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	$1.54M	Sell	23,153 -422	-2%	-$29K	0.04%	283
2026 Q2	$1.65M	Buy	23,575 +5,709	+32%	+$367K	0.05%	269
2026 Q1	$1.02M	Buy	17,866 +5,520	+45%	+$328K	0.03%	314
2025 Q4	$749K	Buy	12,346 +79	+0.6%	+$4.52K	0.02%	362
2025 Q3	$699K	Buy	12,267 +3,697	+43%	+$202K	0.02%	353
2025 Q2	$457K	Buy	+8,570	New	+$425K	0.02%	416

Other funds holding PSC

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $79.9B AUM

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Venture Visionary Partners's PSC Position: Q3 2026 in Review

Venture Visionary Partners reduced its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 1.8% in Q3 2026, selling an estimated $29K and leaving 23,153 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #283.

Venture Visionary Partners first reported a position in PSC in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.65M in Q2 2026. 101 funds tracked by Wall St. Rank hold PSC as of Q3 2026.

Venture Visionary Partners held 23,153 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $1.54M as of Q3 2026.
Venture Visionary Partners sold 422 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q3 2026, an estimated $29K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.04% of Venture Visionary Partners's portfolio in Q3 2026, its #283 holding.
Venture Visionary Partners first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Venture Visionary Partners's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $1.65M in Q2 2026.
101 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.