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

O'Brien Wealth Partners’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
2025
Q4 		$61.2M Sell
893,720
-12,417
-1% -$849K 8.09% 3
2025
Q3 		$61.8M Sell
906,137
-14,383
-2% -$931K 8.37% 3
2025
Q2 		$57.6M Sell
920,520
-4,588
-0.5% -$267K 9.04% 3
2025
Q1 		$52.5M Sell
925,108
-38,653
-4% -$2.32M 9.78% 4
2024
Q4 		$57.9M Buy
963,761
+132,829
+16% +$7.83M 10.43% 3
2024
Q3 		$47.4M Buy
830,932
+474,173
+133% +$26M 9.29% 4
2024
Q2 		$19.4M Buy
356,759
+5,232
+1% +$269K 4.35% 8
2024
Q1 		$18.1M Buy
+351,527
New +$17.4M 4.18% 7

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return