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Systelligence LLC’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Systelligence LLC’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
2025
Q3 		– Sell
-67,603
Closed -$4.23M – 62
2025
Q2 		$4.23M Buy
+67,603
New +$3.93M 0.78% 47

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Systelligence LLC's USMC Position: Q3 2025 in Review

Systelligence LLC sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q3 2025, closing a stake of 67,603 shares — an estimated $4.23M sold.

Systelligence LLC first reported a position in USMC in Q2 2025 and held it in 1 quarter. The position peaked at $4.23M in Q2 2025. 81 funds tracked by Wall St. Rank hold USMC as of Q3 2025.

  • Systelligence LLC reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Systelligence LLC sold 67,603 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q3 2025, an estimated $4.23M.
  • Systelligence LLC first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q2 2025 and held it in 1 quarter.
  • Systelligence LLC's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $4.23M in Q2 2025.
  • 81 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q3 2025.

Based on Systelligence LLC's 13F filing for Q3 2025, filed 13 Nov 2025.