Koshinski Asset Management
USMC icon

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

Koshinski Asset 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
2022
Q2 		– Sell
-65
Closed -$2.77K – 1900
2022
Q1 		$2.77K Hold
65
– – ﹤0.01% 1911
2021
Q4 		$2.88K Hold
65
– – ﹤0.01% 1918
2021
Q3 		$2.62K Buy
+65
New +$2.67K ﹤0.01% 1972

Other funds holding USMC

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Koshinski Asset Management's USMC Position: Q2 2022 in Review

Koshinski Asset Management sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q2 2022, closing a stake of 65 shares — an estimated $2.77K sold.

Koshinski Asset Management first reported a position in USMC in Q3 2021 and held it in 3 quarters. The position peaked at $2.88K in Q4 2021. 25 funds tracked by Wall St. Rank hold USMC as of Q2 2022.

  • Koshinski Asset Management reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 65 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2022, an estimated $2.77K.
  • Koshinski Asset Management first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $2.88K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.