Capital Investment 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 | $1.62M | Buy |
25,973
+2,278
| +10% | +$143K | 0.13% | 165 |
|
|
2025
Q1 | $1.35M | Buy |
23,695
+17,443
| +279% | +$990K | 0.12% | 174 |
|
|
2024
Q4 | $375K | Buy |
6,252
+2,801
| +81% | +$168K | 0.04% | 348 |
|
|
2024
Q3 | $197K | Buy |
3,451
+2,447
| +244% | +$139K | 0.02% | 503 |
|
|
2024
Q2 | $54.5K | Buy |
1,004
+34
| +4% | +$1.85K | 0.01% | 651 |
|
|
2024
Q1 | $49.8K | Buy |
+970
| New | +$49.8K | 0.01% | 656 |
|
|
2019
Q1 | – | Sell |
-1,041
| Closed | -$26K | – | 1279 |
|
|
2018
Q4 | $26K | Buy |
+1,041
| New | +$26K | 0.01% | 589 |
|