Jackson Wealth Management, LLC Principal ETF U S Mega Cap Transaction History

Jackson Wealth Management, LLC

$725 Million
Q3 2025

A detailed history of Jackson Wealth Management, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 43,445 shares of USMC stock, worth $2.95 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

43,445

Previous 42,257 2.81%

Holding current value

$2.95 Million

Previous $2.64 Million 10.67%

% of portfolio

0.4%

Previous 0.41%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 03, 2025	BUY	$62.08 - $68.69 $73,751 - $81,603	1,188 Added 2.81%	43,445 $2.93 Million
Q2 2025 Jul 21, 2025	SELL	$50.94 - $62.56 $2.92 Million - $3.58 Million	-57,277 Reduced 57.55%	42,257 $2.64 Million
Q1 2025 Apr 29, 2025	SELL	$55.72 - $63.13 $1,281 - $1,451	-23 Reduced 0.02%	99,534 $5.65 Million
Q4 2024 Jan 27, 2025	BUY	$56.37 - $61.98 $1.17 Million - $1.29 Million	20,836 Added 26.47%	99,557 $5.98 Million
Q3 2024 Oct 22, 2024	BUY	$51.14 - $56.99 $1.57 Million - $1.75 Million	30,714 Added 63.98%	78,721 $4.49 Million

Q2 2024 Jul 01, 2024	SELL	$48.61 - $54.3 $1.55 Million - $1.73 Million	-31,930 Reduced 39.94%	48,007 $2.6 Million
Q1 2024 Jun 11, 2024	SELL	$46.19 - $51.56 $20,415 - $22,789	-442 Reduced 0.55%	79,937 $4.11 Million
Q4 2023 Feb 14, 2024	SELL	$40.88 - $47.02 $78,734 - $90,560	-1,926 Reduced 2.34%	80,379 $3.76 Million
Q3 2023 Nov 14, 2023	BUY	$42.73 - $45.14 $1.48 Million - $1.56 Million	34,648 Added 72.7%	82,305 $3.53 Million
Q2 2023 Aug 02, 2023	SELL	$39.37 - $43.66 $110,432 - $122,466	-2,805 Reduced 5.56%	47,657 $2.08 Million
Q1 2023 May 12, 2023	BUY	$35.74 - $39.8 $1.8 Million - $2.01 Million	50,462 New	50,462 $2.01 Million

Others Institutions Holding USMC

# of Institutions

Shares Held

55.9M

Call Options Held

Put Options Held

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About PRINCIPAL ETF U S MEGA-CAP

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Jackson Wealth Management, LLC Principal ETF U S Mega Cap Transaction History