Simplex Trading
USMC icon

Simplex Trading’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Simplex Trading’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
2022
Q1 		– Sell
-100
Closed -$4K – 11454
2021
Q4 		$4K Buy
+100
New +$4.27K ﹤0.01% 9722
2018
Q3 		– Sell
-100
Closed -$2K – 8111
2018
Q2 		$2K Hold
100
– – ﹤0.01% 7062
2018
Q1 		$2K Buy
+100
New +$2.66K ﹤0.01% 5359

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Simplex Trading's USMC Position: Q1 2022 in Review

Simplex Trading sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q1 2022, closing a stake of 100 shares — an estimated $4K sold.

Simplex Trading first reported a position in USMC in Q1 2018 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 29 funds tracked by Wall St. Rank hold USMC as of Q1 2022.

  • Simplex Trading reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Simplex Trading sold 100 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2022, an estimated $4K.
  • Simplex Trading first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2018 and held it in 3 quarters.
  • Simplex Trading's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $4K in Q4 2021.
  • 29 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2022.

Based on Simplex Trading's 13F filing for Q1 2022, filed 2 May 2022.