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Princ ipal exchange traded fd us sml cap idx shares owned by Welch Financial Planning

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

Historical chart of Welch Financial Planning 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 Welch Financial Planning 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 Welch Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $324k 4.6k 70.12

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View all positions for Welch Financial Planning

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

Principal Financial Group
Envestnet Asset Management
Principal Securities
Ameriprise Financial
Raymond James Financial
Morgan Stanley
Wells Fargo & Company
LPL Financial
Wealth Enhancement Advisory Services
Royal Bank of Canada
CIBC Bancorp USA
Bank of New York Mellon
Branch Banking & Trust Company
Veracity Capital
Northwestern Mutual Wealth Management Company

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