Purchases and Sales Made in Q3 2025 in Principal ETF U S Mega Cap (USMC)
This table provides information about the institutional ownership of Principal ETF U S Mega Cap (USMC) during Q3 2025. The information is specifically focused on institutions that hold shares of PRINCIPAL ETF U S MEGA-CAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36K+ 48.17% |
$2.23M - $2.47M
|
111K
$7.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
31.7KNew |
$1.97M - $2.17M
|
31.7K
$2.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
10.6K+ 108.84% |
$659K - $729K
|
20.4K
$1.39M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
2.2K+ 189.47% |
$136K - $151K
|
3.36K
$229K
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.19K+ 2.81% |
$73.8K - $81.6K
|
43.4K
$2.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.16KNew |
$72K - $79.6K
|
1.16K
$79.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
98New |
$6.08K - $6.73K
|
98
$6.69K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7+ 3.52% |
$435 - $481
|
206
$14.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-58- 0.02% |
$3.6K - $3.98K
|
309K
$21.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-117- 0.05% |
$7.26K - $8.04K
|
257K
$17.5M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.54K- 16.1% |
$95.4K - $106K
|
8K
$546K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.12K- 16.24% |
$194K - $214K
|
16.1K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-14.4K- 1.56% |
$893K - $988K
|
906K
$61.8M
|