Stillwater Wealth Management Group’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$750K Sell
13,217
-5,206
-28% -$296K 0.65% 36
2024
Q4
$1.11M Buy
+18,423
New +$1.11M 0.99% 37