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Princ ipal exchange traded fd us sml cap idx shares owned by RFG - Bristol Wealth Advisors

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

Historical chart of RFG - Bristol Wealth Advisors 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 RFG - Bristol Wealth Advisors 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 RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.7M 118k 56.97

More positions owned by RFG - Bristol Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Pgim Etf Tr Total Return Bon (PTRB)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Coca-Cola Company (KO)
Spdr Series Trust SPDR S&P1500VL (VLU)
Principal Exchange Traded Prin U S Small (PSC)
Apple (AAPL)
Amazon (AMZN)
Broadcom (AVGO)

View all positions for RFG - Bristol Wealth Advisors

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