Jackson Wealth Management »

Principal Exchange Traded Fd us mega cap shares owned by Jackson Wealth Management

Quarter-by-quarter ownership of Principal Exchange Traded Fd us mega cap (USMC) shares owned by Jackson Wealth Management from 13F filings

Historical chart of Jackson Wealth Management investment in Principal Exchange Traded Fd us mega cap

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange Traded Fd us mega cap held by Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Principal Exchange Traded Fd us mega cap by Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8M 80k 46.77
2023-09-30 $3.5M 82k 42.84
2023-06-30 $2.1M 48k 43.67
2023-03-31 $2.0M 51k 39.81

More positions owned by Jackson Wealth Management

U S Treasury Bill Tsrys56663
Vanguard Index Fds Sp 500 Etf Voo (VOO)
Microsoft Corp MSFT (MSFT)
Schwab Value Advantage Money Ultra Snaxx (SNAXX)
Apple Aapl (AAPL)
Schwab Value Advantage Money Inv SWVXX (SWVXX)
Broadcom Avgo (AVGO)
Cash 0
Ishares Tr Core Sp500 Etf Ivv (IVV)
Spdr Ser Tr Portfolio Sp500 SPLG (SPLG)
Kla Corp Klac (KLAC)
Mastercard Incorporated Cl A Ma (MA)
Costco Whsl Corp Cost (COST)
Ishares Tr Morningstr Us Eq Ilcb (ILCB)
Vanguard Specialized Funds Div App Etf Vig (VIG)

View all positions for Jackson Wealth Management

Top funds holding Principal Exchange Traded Fd us mega cap

Principal Financial Group
Principal Securities
Raymond James Financial Services Advisors
Legacy CG
O'Brien Wealth Partners
Raymond James & Associates
Wells Fargo & Company
Segment Wealth Management
Jackson Wealth Management
Commonwealth Equity Services
Goldman Sachs Group
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
One Capital Management
Jpmorgan Chase & Co

View all funds holding Principal Exchange Traded Fd us mega cap