CHJWM
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Carlton Hofferkamp & Jenks Wealth Management’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’s Portfolio PSC Stock Details PSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$309K Buy
+4,549
New +$292K 0.1% 114

Other funds holding PSC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
WP
Walleye Partners Madison, Wisconsin $87.7M AUM
NWA
Northwest Wealth Advisors Bellingham, Washington $174M AUM
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's PSC Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management opened a new position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q2 2026: 4,549 shares worth $309K. The stake represents 0.1% of the portfolio and ranks #114 among its holdings.

25 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 4,549 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $309K as of Q2 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF was a new Carlton Hofferkamp & Jenks Wealth Management position in Q2 2026.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.1% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #114 holding.
  • 25 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.