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

GeoWealth 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
Q1 		– Sell
-76,840
Closed -$4.61M – 1758
2024
Q4 		$4.61M Buy
+76,840
New +$4.53M 0.15% 107

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 $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

GeoWealth Management's USMC Position: Q1 2025 in Review

GeoWealth Management sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q1 2025, closing a stake of 76,840 shares — an estimated $4.61M sold.

GeoWealth Management first reported a position in USMC in Q4 2024 and held it in 1 quarter. The position peaked at $4.61M in Q4 2024. 70 funds tracked by Wall St. Rank hold USMC as of Q1 2025.

  • GeoWealth Management reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 76,840 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2025, an estimated $4.61M.
  • GeoWealth Management first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $4.61M in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.