PCIA
USMC icon

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

Prime Capital Investment 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
-156
Closed -$5K – 635
2019
Q4 		$5K Buy
+156
New +$4.7K ﹤0.01% 535

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $915M AUM 19.16% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Prime Capital Investment Advisors's USMC Position: Q1 2020 in Review

Prime Capital Investment Advisors sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q1 2020, closing a stake of 156 shares — an estimated $5K sold.

Prime Capital Investment Advisors first reported a position in USMC in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 20 funds tracked by Wall St. Rank hold USMC as of Q1 2020.

  • Prime Capital Investment Advisors reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 156 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2020, an estimated $5K.
  • Prime Capital Investment Advisors first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $5K 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 Prime Capital Investment Advisors's 13F filing for Q1 2020, filed 4 May 2020.