Four Thought Financial, LLC Principal ETF U S Mega Cap Transaction History

Four Thought Financial, LLC

$677 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$39.72 - $42.12 $17,119 - $18,153	-431 Closed	0 $0
Q2 2021 Nov 12, 2021	BUY	$37.06 - $39.72 $15,972 - $17,119	431 New	431 $17,000

Others Institutions Holding USMC

# of Institutions

62

Shares Held

45.1M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

31.1M
Shares

$1.93 Billion
1.08% of portfolio
Principal Securities, Inc. Des Moines, IA

4.37M
Shares

$271 Million
5.9% of portfolio
Envestnet Asset Management Inc

4.28M
Shares

$266 Million
0.08% of portfolio
O'Brien Wealth Partners LLC

964K
Shares

$59.8 Million
10.97% of portfolio
Raymond James Financial Inc St. Petersburg, FL

680K
Shares

$42.2 Million
0.02% of portfolio

About PRINCIPAL ETF U S MEGA-CAP

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