Wetzel Investment Advisors »

Carillon Ser Tr shares owned by Wetzel Investment Advisors

Quarter-by-quarter ownership of Carillon Ser Tr (RJDI) shares owned by Wetzel Investment Advisors from 13F filings

Historical chart of Wetzel Investment Advisors investment in Carillon Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Carillon Ser Tr held by Wetzel Investment Advisors 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 Carillon Ser Tr by Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $422k 14k 29.39

More positions owned by Wetzel Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Blackrock Etf Trust Ishares Us Equit (DYNF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Series Trust St Inter Bd Etf (SPIB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

View all positions for Wetzel Investment Advisors

Top funds holding Carillon Ser Tr

Raymond James Financial
Mid-American Wealth Advisory Group
Cambridge Investment Research Advisors
Commonwealth Equity Services
Clear Trail Advisors
VisionPoint Advisory Group
Tulsa Wealth Advisors
Global Assets Advisory
Steward Partners Investment Advisory
Jane Street
Wetzel Investment Advisors
Phillips Wealth Planners
Wealthcare Advisory Partners
Clear Investment Research
Huntington National Bank

View all funds holding Carillon Ser Tr