Wealth Enhancement Advisory 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 | $1.5M | Buy |
23,805
+138
| +0.6% | +$8.69K | ﹤0.01% | 1506 |
|
|
2025
Q1 | $1.34M | Buy |
23,667
+882
| +4% | +$50.1K | ﹤0.01% | 1449 |
|
|
2024
Q4 | $1.37M | Buy |
22,785
+725
| +3% | +$43.5K | ﹤0.01% | 1371 |
|
|
2024
Q3 | $1.26M | Sell |
22,060
-255
| -1% | -$14.5K | ﹤0.01% | 1271 |
|
|
2024
Q2 | $1.21M | Hold |
22,315
| – | – | ﹤0.01% | 1190 |
|
|
2024
Q1 | $1.15M | Hold |
22,315
| – | – | ﹤0.01% | 1178 |
|
|
2023
Q4 | $1.04M | Sell |
22,315
-107
| -0.5% | -$5K | ﹤0.01% | 1157 |
|
|
2023
Q3 | $961K | Buy |
+22,422
| New | +$961K | ﹤0.01% | 1112 |
|