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

Visionary Wealth Advisors’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
2025
Q1 		– Sell
-15,041
Closed -$771K – 556
2024
Q4 		$771K Buy
+15,041
New +$800K 0.05% 293

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Visionary Wealth Advisors's PSC Position: Q1 2025 in Review

Visionary Wealth Advisors sold out of Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q1 2025, closing a stake of 15,041 shares — an estimated $771K sold.

Visionary Wealth Advisors first reported a position in PSC in Q4 2024 and held it in 1 quarter. The position peaked at $771K in Q4 2024. 46 funds tracked by Wall St. Rank hold PSC as of Q1 2025.

  • Visionary Wealth Advisors reported no remaining Principal Exchange-Traded Funds Principal US Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 15,041 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q1 2025, an estimated $771K.
  • Visionary Wealth Advisors first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Visionary Wealth Advisors's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $771K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q1 2025.

Based on Visionary Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.