Ameriprise
USMC icon

Ameriprise’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Ameriprise’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-60,450
Closed -$2.21M – 4031
2022
Q2 		$2.21M Sell
60,450
-1,345
-2% -$53K ﹤0.01% 2769
2022
Q1 		$2.64M Sell
61,795
-1,516
-2% -$63.5K ﹤0.01% 2793
2021
Q4 		$2.81M Sell
63,311
-19,045
-23% -$813K ﹤0.01% 2820
2021
Q3 		$3.32M Sell
82,356
-10,064
-11% -$414K ﹤0.01% 2641
2021
Q2 		$3.66M Sell
92,420
-76,764
-45% -$2.96M ﹤0.01% 2659
2021
Q1 		$6.25M Sell
169,184
-167,318
-50% -$6.04M ﹤0.01% 2253
2020
Q4 		$12M Buy
336,502
+16,125
+5% +$547K ﹤0.01% 1600
2020
Q3 		$10.6M Buy
320,377
+44,460
+16% +$1.43M ﹤0.01% 1519
2020
Q2 		$8.29M Buy
275,917
+256,395
+1,313% +$7.43M ﹤0.01% 1667
2020
Q1 		$506K Buy
+19,522
New +$584K ﹤0.01% 3120

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.7B AUM 24.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return