LWAC
USI

Laurel Wealth Advisors (California)’s Principal Ultra-Short Active Income ETF USI Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio USI Stock Details USI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-80,500
Closed -$2.02M – 483
2019
Q3 		$2.02M Hold
80,500
– – 0.35% 74
2019
Q2 		$2.02M Buy
+80,500
New +$2.02M 0.44% 53