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 Q3	$35.6M	Buy	529,381 +45,727	+9%	+$3.14M	0.05%	317
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

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Walleye Partners Madison, Wisconsin $89M AUM 5.66% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's PSC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 9.5% in Q3 2026, buying an estimated $3.14M and bringing the position to 529,381 shares worth $35.6M. The position accounts for 0.05% of the portfolio, ranked #317.

Wealth Enhancement Advisory Services first reported a position in PSC in Q4 2023 and has held it in 12 quarters since. The position peaked at $47.5M in Q4 2025. 10 funds tracked by Wall St. Rank hold PSC as of Q3 2026.

Wealth Enhancement Advisory Services held 529,381 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $35.6M as of Q3 2026.
Wealth Enhancement Advisory Services bought 45,727 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q3 2026, an estimated $3.14M.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #317 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 12 quarters since.
Wealth Enhancement Advisory Services's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $47.5M in Q4 2025.
10 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.