Pinnacle Bancorp’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Pinnacle Bancorp’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
2026 Q1	$14.2K	Buy	221 +15	+7%	+$1K	﹤0.01%	654
2025 Q4	$14.1K	Hold	206	–	–	﹤0.01%	640
2025 Q3	$14K	Buy	206 +7	+4%	+$453	﹤0.01%	676
2025 Q2	$12.4K	Hold	199	–	–	﹤0.01%	683
2025 Q1	$11.3K	Hold	199	–	–	﹤0.01%	679
2024 Q4	$11.9K	Buy	199 +31	+18%	+$1.83K	﹤0.01%	669
2024 Q3	$9.57K	Hold	168	–	–	﹤0.01%	698
2024 Q2	$9.11K	Hold	168	–	–	﹤0.01%	679
2024 Q1	$8.63K	Buy	+168	New	+$8.31K	﹤0.01%	675
2019 Q4	–	Sell	-146	Closed	-$4K	–	704
2019 Q3	$4K	Hold	146	–	–	﹤0.01%	660
2019 Q2	$4K	Hold	146	–	–	﹤0.01%	654
2019 Q1	$4K	Sell	146 -1	-0.7%	-$27	﹤0.01%	651
2018 Q4	$4K	Buy	+147	New	+$3.93K	﹤0.01%	671

Other funds holding USMC

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $509M AUM

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return