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Legacy Capital Group California’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Legacy Capital Group California’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
2023
Q4 		– Sell
-8,109
Closed -$347K – 314
2023
Q3 		$347K Buy
+8,109
New +$358K 0.15% 188

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Capital Group California's USMC Position: Q4 2023 in Review

Legacy Capital Group California sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q4 2023, closing a stake of 8,109 shares — an estimated $347K sold.

Legacy Capital Group California first reported a position in USMC in Q3 2023 and held it in 1 quarter. The position peaked at $347K in Q3 2023. 35 funds tracked by Wall St. Rank hold USMC as of Q4 2023.

  • Legacy Capital Group California reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 8,109 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q4 2023, an estimated $347K.
  • Legacy Capital Group California first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Capital Group California's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $347K in Q3 2023.
  • 35 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q4 2023.

Based on Legacy Capital Group California's 13F filing for Q4 2023, filed 8 Feb 2024.