Liberty Wealth Management’s Principal Ultra-Short Active Income ETF USI Stock Holding History

Liberty Wealth Management’s Portfolio USI Stock Details USI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-42	Closed	-$1K	–	1186
2021 Q3	$1K	Buy	+42	New	+$1.04K	﹤0.01%	1158

Other funds holding USI

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Liberty Wealth Management's USI Position: Q4 2021 in Review

Liberty Wealth Management sold out of Principal Ultra-Short Active Income ETF (USI) in Q4 2021, closing a stake of 42 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in USI in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 3 funds tracked by Wall St. Rank hold USI as of Q4 2021.

Liberty Wealth Management reported no remaining Principal Ultra-Short Active Income ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 42 Principal Ultra-Short Active Income ETF shares in Q4 2021, an estimated $1K.
Liberty Wealth Management first reported a position in Principal Ultra-Short Active Income ETF in Q3 2021 and held it in 1 quarter.
Liberty Wealth Management's Principal Ultra-Short Active Income ETF position peaked at $1K in Q3 2021.
3 funds tracked by Wall St. Rank held Principal Ultra-Short Active Income ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.