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

Fulcrum Equity 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
2023
Q4 		– Sell
-20,809
Closed -$891K – 112
2023
Q3 		$891K Buy
+20,809
New +$918K 1.04% 20

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fulcrum Equity Management's USMC Position: Q4 2023 in Review

Fulcrum Equity Management sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q4 2023, closing a stake of 20,809 shares — an estimated $891K sold.

Fulcrum Equity Management first reported a position in USMC in Q3 2023 and held it in 1 quarter. The position peaked at $891K in Q3 2023. 35 funds tracked by Wall St. Rank hold USMC as of Q4 2023.

  • Fulcrum Equity Management reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Fulcrum Equity Management sold 20,809 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q4 2023, an estimated $891K.
  • Fulcrum Equity Management first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2023 and held it in 1 quarter.
  • Fulcrum Equity Management's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $891K in Q3 2023.
  • 35 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q4 2023.

Based on Fulcrum Equity Management's 13F filing for Q4 2023, filed 19 Jan 2024.