Segment Wealth Management’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 | $16.1M | Buy |
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|
2025
Q1 | $14.6M | Buy |
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|
2024
Q4 | $15.2M | Buy |
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|
2024
Q3 | $14.3M | Sell |
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|
2024
Q2 | $14.3M | Buy |
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|
2024
Q1 | $7.7M | Buy |
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|
2023
Q4 | $6.98M | Sell |
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|
2023
Q3 | $6.49M | Sell |
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|
2023
Q2 | $6.78M | Sell |
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|
2023
Q1 | $6.21M | Sell |
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|
2022
Q4 | $5.71M | Sell |
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|
2022
Q3 | $5.62M | Buy |
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|
2022
Q2 | $6.08M | Buy |
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|
2022
Q1 | $6.75M | Buy |
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|
2021
Q4 | $6.92M | Buy |
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|
2021
Q3 | $6.07M | Buy |
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|
2021
Q2 | $5.76M | Buy |
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|
2021
Q1 | $5.08M | Buy |
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|
2020
Q4 | $4.86M | Buy |
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|
2020
Q3 | $4.33M | Buy |
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|
2020
Q2 | $3.83M | Buy |
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