OBWP
O'Brien Wealth Partners’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 | $57.6M | Sell |
920,520
-4,588
| -0.5% | -$287K | 9.04% | 3 |
|
|
2025
Q1 | $52.5M | Sell |
925,108
-38,653
| -4% | -$2.19M | 9.78% | 4 |
|
|
2024
Q4 | $57.9M | Buy |
963,761
+132,829
| +16% | +$7.97M | 10.43% | 3 |
|
|
2024
Q3 | $47.4M | Buy |
830,932
+474,173
| +133% | +$27M | 9.29% | 4 |
|
|
2024
Q2 | $19.4M | Buy |
356,759
+5,232
| +1% | +$284K | 4.35% | 8 |
|
|
2024
Q1 | $18.1M | Buy |
+351,527
| New | +$18.1M | 4.18% | 7 |
|