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Atria Wealth Solutions’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Atria Wealth Solutions’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
2024
Q2 		– Sell
-5,055
Closed -$260K – 2068
2024
Q1 		$260K Buy
5,055
+20
+0.4% +$989 ﹤0.01% 1657
2023
Q4 		$236K Buy
5,035
+53
+1% +$2.35K ﹤0.01% 1670
2023
Q3 		$213K Buy
4,982
+18
+0.4% +$794 ﹤0.01% 1660
2023
Q2 		$217K Buy
+4,964
New +$204K ﹤0.01% 1643
2022
Q2 		– Sell
-4,861
Closed -$207K – 1895
2022
Q1 		$207K Buy
+4,861
New +$204K ﹤0.01% 1582

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Atria Wealth Solutions's USMC Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q2 2024, closing a stake of 5,055 shares — an estimated $260K sold.

Atria Wealth Solutions first reported a position in USMC in Q1 2022 and held it in 5 quarters. The position peaked at $260K in Q1 2024. 41 funds tracked by Wall St. Rank hold USMC as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,055 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2024, an estimated $260K.
  • Atria Wealth Solutions first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $260K in Q1 2024.
  • 41 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.