O'Brien Wealth Partners’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$57.6M Sell
2025
Q1
$52.5M Sell
2024
Q4
$57.9M Buy
2024
Q3
$47.4M Buy
2024
Q2
$19.4M Buy
2024
Q1
$18.1M Buy