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Princ ipal exchange traded fd us sml cap idx shares owned by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter-by-quarter ownership of Princ ipal exchange traded fd us sml cap idx (PSC) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management from 13F filings

Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in Princ ipal exchange traded fd us sml cap idx

Tip: Access up to 7 years of quarterly data

All positions including Princ ipal exchange traded fd us sml cap idx held by Carlton, Hoffferkamp & Jenks Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Princ ipal exchange traded fd us sml cap idx by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $309k 4.5k 67.90

More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Exxon Mobil Corporation (XOM)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Costco Wholesale Corporation (COST)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

Top funds holding Princ ipal exchange traded fd us sml cap idx

Principal Financial Group
Envestnet Asset Management
Principal Securities
Ameriprise Financial
Morgan Stanley
Raymond James Financial
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
Branch Banking & Trust Company
Northwestern Mutual Wealth Management Company
Veracity Capital
Hudson Capital Management
Stifel Financial
Commonwealth Equity Services

View all funds holding Princ ipal exchange traded fd us sml cap idx