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FLP Wealth Management’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

FLP Wealth Management’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
2025
Q4 		– Sell
-3,355
Closed -$229K – 67
2025
Q3 		$229K Buy
+3,355
New +$217K 0.64% 50

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Envestnet Asset Management
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LPL Financial
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OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

FLP Wealth Management's USMC Position: Q4 2025 in Review

FLP Wealth Management sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q4 2025, closing a stake of 3,355 shares — an estimated $229K sold.

FLP Wealth Management first reported a position in USMC in Q3 2025 and held it in 1 quarter. The position peaked at $229K in Q3 2025. 89 funds tracked by Wall St. Rank hold USMC as of Q4 2025.

  • FLP Wealth Management reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • FLP Wealth Management sold 3,355 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q4 2025, an estimated $229K.
  • FLP Wealth Management first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2025 and held it in 1 quarter.
  • FLP Wealth Management's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $229K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q4 2025.

Based on FLP Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.