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 $187B AUM 18.48% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.7B AUM 24.61% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return