Wealth Enhancement Advisory Services’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $42.2M | Buy |
775,802
+81,301
| +12% | +$4.43M | 0.07% | 254 |
|
2025
Q1 | $33.7M | Buy |
694,501
+35,486
| +5% | +$1.72M | 0.06% | 276 |
|
2024
Q4 | $33.8M | Buy |
659,015
+601,208
| +1,040% | +$30.8M | 0.06% | 272 |
|
2024
Q3 | $3M | Sell |
57,807
-44,712
| -44% | -$2.32M | 0.01% | 892 |
|
2024
Q2 | $4.93M | Buy |
102,519
+778
| +0.8% | +$37.4K | 0.01% | 696 |
|
2024
Q1 | $5.04M | Buy |
101,741
+5,722
| +6% | +$284K | 0.01% | 659 |
|
2023
Q4 | $4.41M | Buy |
+96,019
| New | +$4.41M | 0.01% | 639 |
|