Wealth Enhancement Advisory Services
PSC icon

Wealth Enhancement Advisory Services’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Wealth Enhancement Advisory Services’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 		$33.1M Buy
483,654
+49,785
+11% +$3.2M 0.06% 298
2026
Q1 		$25.1M Sell
433,869
-362,142
-45% -$21.5M 0.05% 323
2025
Q4 		$47.5M Buy
796,011
+7,655
+1% +$438K 0.06% 267
2025
Q3 		$44.3M Buy
788,356
+12,554
+2% +$687K 0.07% 259
2025
Q2 		$42.2M Buy
775,802
+81,301
+12% +$4.03M 0.07% 254
2025
Q1 		$33.7M Buy
694,501
+35,486
+5% +$1.82M 0.06% 276
2024
Q4 		$33.8M Buy
659,015
+601,208
+1,040% +$32M 0.06% 272
2024
Q3 		$3M Sell
57,807
-44,712
-44% -$2.24M 0.01% 894
2024
Q2 		$4.93M Buy
102,519
+778
+0.8% +$37.3K 0.01% 696
2024
Q1 		$5.04M Buy
101,741
+5,722
+6% +$268K 0.01% 659
2023
Q4 		$4.41M Buy
+96,019
New +$3.98M 0.01% 639

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Wealth Enhancement Advisory Services's PSC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 11% in Q2 2026, buying an estimated $3.2M and bringing the position to 483,654 shares worth $33.1M. The position accounts for 0.06% of the portfolio, ranked #298.

Wealth Enhancement Advisory Services first reported a position in PSC in Q4 2023 and has held it in 11 quarters since. The position peaked at $47.5M in Q4 2025. 106 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 483,654 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $33.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 49,785 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $3.2M.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #298 holding.
  • Wealth Enhancement Advisory Services first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $47.5M in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.