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

FourThought Financial’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
Q3 		– Sell
-431
Closed -$17K – 1597
2021
Q2 		$17K Buy
+431
New +$16.6K ﹤0.01% 986

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FourThought Financial's USMC Position: Q3 2021 in Review

FourThought Financial sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q3 2021, closing a stake of 431 shares — an estimated $17K sold.

FourThought Financial first reported a position in USMC in Q2 2021 and held it in 1 quarter. The position peaked at $17K in Q2 2021. 27 funds tracked by Wall St. Rank hold USMC as of Q3 2021.

  • FourThought Financial reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • FourThought Financial sold 431 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q3 2021, an estimated $17K.
  • FourThought Financial first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q2 2021 and held it in 1 quarter.
  • FourThought Financial's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $17K in Q2 2021.
  • 27 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q3 2021.

Based on FourThought Financial's 13F filing for Q3 2021, filed 12 Nov 2021.