Symphony Financial Services’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 Q2	$13.2M	Buy	211,761 +14,831	+8%	+$928K	7.91%	3
2025 Q1	$11.2M	Buy	196,930 +46,807	+31%	+$2.66M	7.3%	4
2024 Q4	$9.01M	Buy	150,123 +3,812	+3%	+$229K	7.24%	3
2024 Q3	$8.34M	Buy	146,311 +3,527	+2%	+$201K	7.09%	3
2024 Q2	$7.9M	Buy	+142,784	New	+$7.9M	6.79%	3