Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PSCPSC
11 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in PRINCIPAL U.S. SMALL-CAP ETF

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 483,654 shares of PSC (PRINCIPAL U.S. SMALL-CAP ETF), worth $33.1M as of 2026-Q2. The position was increased (+11.5% shares). PSC represents 0.1% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$33.1M

Current Shares

483,654

Total Value Change

+$28.7M

Total Shares Change

+387,635

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
483,654
+11.5%
$33.1M0.1%$70.04
32
2026-Q1
Decreased
433,869
-45.5%
$25.1M0.1%$59.66
0
2025-Q4
Increased
796,011
+1.0%
$47.5M0.1%$58.27
29
2025-Q3
Increased
788,356
+1.6%
$44.3M0.1%$56.94
30
2025-Q2
Increased
775,802
+11.7%
$42.2M0.1%$52.83
33
2025-Q1
Increased
694,501
+5.4%
$33.7M0.1%$47.87
31
2024-Q4
Increased
659,015
+1040.0%
$33.8M0.1%$50.73
47
2024-Q3
Decreased
57,807
-43.6%
$3M0.0%$51.18
0
2024-Q2
Increased
102,519
+0.8%
$4.9M0.0%$47.52
27
2024-Q1
Increased
101,741
+6.0%
$5M0.0%$48.84
29
2023-Q4
New
96,019
-
$4.4M0.0%$45.30
37

Other major holders of PSC: PRINCIPAL FINANCIAL GROUP INC

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