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Win Advisors’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Win Advisors’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
2024
Q4 		– Sell
-123,071
Closed -$7.01M – 88
2024
Q3 		$7.01M Buy
+123,071
New +$6.75M 3.29% 13

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Win Advisors's USMC Position: Q4 2024 in Review

Win Advisors sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q4 2024, closing a stake of 123,071 shares — an estimated $7.01M sold.

Win Advisors first reported a position in USMC in Q3 2024 and held it in 1 quarter. The position peaked at $7.01M in Q3 2024. 65 funds tracked by Wall St. Rank hold USMC as of Q4 2024.

  • Win Advisors reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Win Advisors sold 123,071 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q4 2024, an estimated $7.01M.
  • Win Advisors first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Win Advisors's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $7.01M in Q3 2024.
  • 65 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q4 2024.

Based on Win Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.