LWM
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Liberty Wealth Management’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-573
Closed -$23K – 1048
2021
Q3 		$23K Buy
+573
New +$23.6K 0.01% 612

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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

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

Liberty Wealth Management sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q4 2021, closing a stake of 573 shares — an estimated $23K sold.

Liberty Wealth Management first reported a position in USMC in Q3 2021 and held it in 1 quarter. The position peaked at $23K in Q3 2021. 28 funds tracked by Wall St. Rank hold USMC as of Q4 2021.

  • Liberty Wealth Management reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 573 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q4 2021, an estimated $23K.
  • Liberty Wealth Management first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $23K in Q3 2021.
  • 28 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q4 2021.

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