LC
Legacy CG’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3M | Buy |
308,748
+1,946
| +0.6% | +$122K | 5.76% | 2 |
|
|
2025
Q1 | $17.4M | Buy |
306,802
+5,352
| +2% | +$304K | 5.63% | 2 |
|
|
2024
Q4 | $18.1M | Buy |
301,450
+29,583
| +11% | +$1.78M | 5.55% | 1 |
|
|
2024
Q3 | $15.5M | Buy |
271,867
+15,667
| +6% | +$893K | 5.07% | 1 |
|
|
2024
Q2 | $13.9M | Sell |
256,200
-106,239
| -29% | -$5.76M | 4.73% | 4 |
|
|
2024
Q1 | $18.6M | Buy |
362,439
+32,978
| +10% | +$1.69M | 6.75% | 1 |
|
|
2023
Q4 | $15.4M | Buy |
+329,461
| New | +$15.4M | 5.85% | 5 |
|