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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 – 579
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.7B AUM 24.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return