Advisor Net Financial, Inc Principal ETF U S Mega Cap Transaction History

Advisor Net Financial, Inc

$1.66 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Jul 27, 2018	SELL	N/A	-423 Closed	0 $0
Q1 2018 May 08, 2018	BUY	N/A	423 New	423 $11,000

Others Institutions Holding USMC

# of Institutions

84

Shares Held

54.1M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

37.4M
Shares

$2.54 Billion
1.39% of portfolio
Envestnet Asset Management Inc

4.18M
Shares

$283 Million
0.09% of portfolio
Principal Securities, Inc. Des Moines, IA

4.01M
Shares

$272 Million
4.71% of portfolio
Lpl Financial LLC Fort Mill, SC

1.26M
Shares

$85.3 Million
0.03% of portfolio
O'Brien Wealth Partners LLC

906K
Shares

$61.5 Million
9.38% of portfolio

About PRINCIPAL ETF U S MEGA-CAP

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