VVP
PSC icon

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
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 $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $570B AUM 27.57% 1-Year Est. Return

Venture Visionary Partners's PSC Position: Q1 2026 in Review

Venture Visionary Partners increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 45% in Q1 2026, buying an estimated $328K and bringing the position to 17,866 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #314.

Venture Visionary Partners first reported a position in PSC in Q2 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold PSC as of Q1 2026.

  • Venture Visionary Partners held 17,866 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $1.02M as of Q1 2026.
  • Venture Visionary Partners bought 5,520 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2026, an estimated $328K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.03% of Venture Visionary Partners's portfolio in Q1 2026, its #314 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 4 quarters since.
  • 90 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2026.

Based on Venture Visionary Partners's 13F filing for Q1 2026, filed 14 May 2026.