RJFSA
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Raymond James Financial Services Advisors’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$24.2M Sell
424,801
-5,975
-1% -$328K 0.03% 473
2024
Q2 		$23.4M Sell
430,776
-1,077
-0.2% -$55.4K 0.03% 457
2024
Q1 		$22.2M Buy
431,853
+88,479
+26% +$4.38M 0.03% 466
2023
Q4 		$16.1M Sell
343,374
-16,797
-5% -$744K 0.03% 565
2023
Q3 		$15.4M Buy
+360,171
New +$15.9M 0.03% 530

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
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.7B AUM 24.61% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return