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VisionPoint Advisory Group’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

VisionPoint Advisory Group’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
2023
Q3 		– Sell
-114
Closed -$4.98K – 826
2023
Q2 		$4.98K Buy
+114
New +$4.68K ﹤0.01% 450

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JWM
Jackson Wealth Management Lake Mary, Florida $170M AUM 21.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VisionPoint Advisory Group's USMC Position: Q3 2023 in Review

VisionPoint Advisory Group sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q3 2023, closing a stake of 114 shares — an estimated $4.98K sold.

VisionPoint Advisory Group first reported a position in USMC in Q2 2023 and held it in 1 quarter. The position peaked at $4.98K in Q2 2023. 33 funds tracked by Wall St. Rank hold USMC as of Q3 2023.

  • VisionPoint Advisory Group reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 114 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q3 2023, an estimated $4.98K.
  • VisionPoint Advisory Group first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q2 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $4.98K in Q2 2023.
  • 33 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q3 2023.

Based on VisionPoint Advisory Group's 13F filing for Q3 2023, filed 6 Dec 2023.