WealthCare Investment Partners’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

WealthCare Investment Partners’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	$2.33M	Buy	33,237 +5,208	+19%	+$335K	0.57%	52
2026 Q1	$1.63M	Buy	28,029 +11,035	+65%	+$657K	0.45%	61
2025 Q4	$986K	Buy	16,994 +6,447	+61%	+$369K	0.29%	78
2025 Q3	$598K	Buy	+10,547	New	+$577K	0.19%	101

Other funds holding PSC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthCare Investment Partners's PSC Position: Q2 2026 in Review

WealthCare Investment Partners increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 19% in Q2 2026, buying an estimated $335K and bringing the position to 33,237 shares worth $2.33M. The position accounts for 0.57% of the portfolio, ranked #52.

WealthCare Investment Partners first reported a position in PSC in Q3 2025 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

WealthCare Investment Partners held 33,237 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $2.33M as of Q2 2026.
WealthCare Investment Partners bought 5,208 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $335K.
Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.57% of WealthCare Investment Partners's portfolio in Q2 2026, its #52 holding.
WealthCare Investment Partners first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
105 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.