CreativeOne Wealth’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 | $2.54M | Buy |
40,597
+4,320
| +12% | +$270K | 0.07% | 282 |
|
|
2025
Q1 | $2.06M | Buy |
36,277
+5,793
| +19% | +$329K | 0.06% | 297 |
|
|
2024
Q4 | $1.83M | Buy |
30,484
+1,803
| +6% | +$108K | 0.06% | 307 |
|
|
2024
Q3 | $1.63M | Buy |
28,681
+3,158
| +12% | +$180K | 0.06% | 307 |
|
|
2024
Q2 | $1.39M | Buy |
25,523
+15,357
| +151% | +$833K | 0.07% | 254 |
|
|
2024
Q1 | $522K | Buy |
+10,166
| New | +$522K | 0.02% | 559 |
|