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Benedict Financial Advisors’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Benedict Financial Advisors’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
2021
Q1 		– Sell
-6,558
Closed -$234K – 130
2020
Q4 		$234K Buy
+6,558
New +$223K 0.08% 100

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Benedict Financial Advisors's USMC Position: Q1 2021 in Review

Benedict Financial Advisors sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q1 2021, closing a stake of 6,558 shares — an estimated $234K sold.

Benedict Financial Advisors first reported a position in USMC in Q4 2020 and held it in 1 quarter. The position peaked at $234K in Q4 2020. 26 funds tracked by Wall St. Rank hold USMC as of Q1 2021.

  • Benedict Financial Advisors reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Benedict Financial Advisors sold 6,558 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2021, an estimated $234K.
  • Benedict Financial Advisors first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2020 and held it in 1 quarter.
  • Benedict Financial Advisors's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $234K in Q4 2020.
  • 26 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2021.

Based on Benedict Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.