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Global Retirement Partners’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Global Retirement Partners’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
2024
Q4 		$4.02K Buy
+67
New +$3.95K ﹤0.01% 2781

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
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
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

Global Retirement Partners's USMC Position: Q4 2024 in Review

Global Retirement Partners opened a new position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q4 2024: 67 shares worth $4.02K. The stake represents ﹤0.01% of the portfolio and ranks #2781 among its holdings.

65 funds tracked by Wall St. Rank hold USMC as of Q4 2024.

  • Global Retirement Partners held 67 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $4.02K as of Q4 2024.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF was a new Global Retirement Partners position in Q4 2024.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2781 holding.
  • 65 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.