Graves Light Lenhart Wealth’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-1,961	Closed	-$72K	–	577
2022 Q2	$72K	Hold	1,961	–	–	0.01%	267
2022 Q1	$84K	Hold	1,961	–	–	0.01%	293
2021 Q4	$87K	Hold	1,961	–	–	0.01%	325
2021 Q3	$79K	Hold	1,961	–	–	0.01%	313
2021 Q2	$78K	Hold	1,961	–	–	0.01%	322
2021 Q1	$72K	Hold	1,961	–	–	0.01%	329
2020 Q4	$70K	Buy	+1,961	New	+$66.6K	0.01%	317

Other funds holding USMC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Graves Light Lenhart Wealth's USMC Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q3 2022, closing a stake of 1,961 shares — an estimated $72K sold.

Graves Light Lenhart Wealth first reported a position in USMC in Q4 2020 and held it in 7 quarters. The position peaked at $87K in Q4 2021. 22 funds tracked by Wall St. Rank hold USMC as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 1,961 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q3 2022, an estimated $72K.
Graves Light Lenhart Wealth first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $87K in Q4 2021.
22 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.