Avantax Advisory Services’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.91M Buy
46,471
+18,302
+65% +$1.14M 0.02% 629
2025
Q1
$1.6M Buy
+28,169
New +$1.6M 0.01% 859