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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
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Venture Visionary Partners's PSC Position: Q2 2026 in Review

Venture Visionary Partners increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 32% in Q2 2026, buying an estimated $367K and bringing the position to 23,575 shares worth $1.65M. The position accounts for 0.05% of the portfolio, ranked #269.

Venture Visionary Partners first reported a position in PSC in Q2 2025 and has held it in 5 quarters since. 106 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • Venture Visionary Partners held 23,575 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $1.65M as of Q2 2026.
  • Venture Visionary Partners bought 5,709 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $367K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.05% of Venture Visionary Partners's portfolio in Q2 2026, its #269 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 5 quarters since.
  • 106 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.