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
Q1 		$25.1M Sell
433,869
-362,142
-45% -$21.5M 0.06% 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 $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 $431B 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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return