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Princ ipal exchange traded fd us sml cap idx shares owned by CWM

Quarter-by-quarter ownership of Princ ipal exchange traded fd us sml cap idx (PSC) shares owned by CWM from 13F filings

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $107k 1.9k 57.07
2025-06-30 $104k 2.0k 53.33
2025-03-31 $91k 1.9k 48.53
2024-12-31 $112k 2.2k 51.24

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Ishares Tr Core S&p500 Etf (IVV)
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Apple (AAPL)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

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

Principal Financial Group
Principal Securities
Envestnet Asset Management
Ameriprise Financial
Morgan Stanley
Wealth Enhancement Advisory Services
Wells Fargo & Company
Raymond James Financial
LPL Financial
Royal Bank of Canada
Branch Banking & Trust Company
Wiley Bros.-aintree Capital
Hudson Capital Management
Stifel Financial
Northwestern Mutual Wealth Management Company

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