Golden State Wealth Management’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
195,564
+3,965
| +2% | +$248K | 1.49% | 13 |
|
|
2025
Q1 | $10.9M | Buy |
191,599
+6,810
| +4% | +$387K | 1.62% | 10 |
|
|
2024
Q4 | $11.1M | Buy |
+184,789
| New | +$11.1M | 1.66% | 11 |
|
|
2022
Q1 | $6.78M | Buy |
158,878
+5,039
| +3% | +$215K | 1.33% | 15 |
|
|
2021
Q4 | $6.82M | Buy |
153,839
+13,395
| +10% | +$593K | 1.17% | 17 |
|
|
2021
Q3 | $5.66M | Buy |
140,444
+19,290
| +16% | +$778K | 1.23% | 20 |
|
|
2021
Q2 | $4.81M | Buy |
121,154
+6,411
| +6% | +$255K | 1.06% | 20 |
|
|
2021
Q1 | $4.24M | Buy |
114,743
+22,514
| +24% | +$831K | 1.4% | 16 |
|
|
2020
Q4 | $3.29M | Buy |
92,229
+9,412
| +11% | +$336K | 0.95% | 21 |
|
|
2020
Q3 | $2.73M | Buy |
82,817
+1,716
| +2% | +$56.7K | 0.91% | 22 |
|
|
2020
Q2 | $2.44M | Buy |
81,101
+13,135
| +19% | +$395K | 0.78% | 21 |
|
|
2020
Q1 | $1.76M | Buy |
+67,966
| New | +$1.76M | 0.78% | 25 |
|