MA
USMC icon

Mutual Advisors’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Mutual Advisors’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
2020
Q1 		– Sell
-14,391
Closed -$450K – 641
2019
Q4 		$450K Sell
14,391
-618
-4% -$18.6K 0.05% 366
2019
Q3 		$441K Buy
15,009
+3,145
+27% +$91.7K 0.06% 329
2019
Q2 		$345K Buy
+11,864
New +$337K 0.04% 414

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Mutual Advisors's USMC Position: Q1 2020 in Review

Mutual Advisors sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q1 2020, closing a stake of 14,391 shares — an estimated $450K sold.

Mutual Advisors first reported a position in USMC in Q2 2019 and held it in 3 quarters. The position peaked at $450K in Q4 2019. 20 funds tracked by Wall St. Rank hold USMC as of Q1 2020.

  • Mutual Advisors reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Mutual Advisors sold 14,391 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2020, an estimated $450K.
  • Mutual Advisors first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q2 2019 and held it in 3 quarters.
  • Mutual Advisors's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $450K in Q4 2019.
  • 20 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2020.

Based on Mutual Advisors's 13F filing for Q1 2020, filed 13 May 2020.