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Cary Street Partners Investment Advisory’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-13,100
Closed -$747K – 749
2024
Q3 		$747K Hold
13,100
– – 0.03% 413
2024
Q2 		$711K Hold
13,100
– – 0.03% 391
2024
Q1 		$673K Hold
13,100
– – 0.03% 394
2023
Q4 		$613K Buy
+13,100
New +$580K 0.03% 388

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
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $1.66T AUM 25.57% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Cary Street Partners Investment Advisory's USMC Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q4 2024, closing a stake of 13,100 shares — an estimated $747K sold.

Cary Street Partners Investment Advisory first reported a position in USMC in Q4 2023 and held it in 4 quarters. The position peaked at $747K in Q3 2024. 65 funds tracked by Wall St. Rank hold USMC as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 13,100 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q4 2024, an estimated $747K.
  • Cary Street Partners Investment Advisory first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2023 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $747K in Q3 2024.
  • 65 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.