Sheets Smith Wealth Management Principal ETF U S Mega Cap Transaction History

Sheets Smith Wealth Management

$856 Million
Q3 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 26, 2023	BUY	$35.74 - $39.8 $1.11 Million - $1.23 Million	30,934 Added 77335.0%	30,974 $1.23 Million
Q1 2023 May 12, 2023	SELL	$35.74 - $39.8 $1.27 Million - $1.41 Million	-35,409 Reduced 99.89%	40 $1,000
Q4 2022 Mar 08, 2023	SELL	$33.4 - $38.43 $62,658 - $72,094	-1,876 Reduced 5.03%	35,449 $1.28 Million
Q3 2022 Nov 01, 2022	SELL	$33.76 - $41.02 $76,162 - $92,541	-2,256 Reduced 5.7%	37,325 $1.26 Million
Q2 2022 Jul 27, 2022	SELL	$35.48 - $43.05 $5,676 - $6,888	-160 Reduced 0.4%	39,581 $1.45 Million
Q1 2022 May 02, 2022	SELL	$39.61 - $44.6 $175,868 - $198,024	-4,440 Reduced 10.05%	39,741 $1.7 Million
Q4 2021 Jan 20, 2022	SELL	$40.14 - $44.69 $691,451 - $769,829	-17,226 Reduced 28.05%	44,181 $1.96 Million
Q3 2021 Oct 15, 2021	SELL	$39.72 - $42.12 $121,304 - $128,634	-3,054 Reduced 4.74%	61,407 $2.48 Million
Q2 2021 Aug 03, 2021	SELL	$37.06 - $39.72 $555,121 - $594,965	-14,979 Reduced 18.86%	64,461 $2.56 Million
Q1 2021 Apr 23, 2021	SELL	$34.92 - $36.96 $317,632 - $336,188	-9,096 Reduced 10.27%	79,440 $2.93 Million
Q4 2020 Jan 13, 2021	BUY	$31.45 - $35.67 $30,160 - $34,207	959 Added 1.1%	88,536 $3.16 Million
Q3 2020 Oct 26, 2020	BUY	$30.16 - $34.81 $107,972 - $124,619	3,580 Added 4.26%	87,577 $2.89 Million
Q2 2020 Jul 17, 2020	BUY	$24.96 - $30.92 $258,485 - $320,207	10,356 Added 14.06%	83,997 $2.52 Million
Q1 2020 Apr 28, 2020	BUY	$22.99 - $32.83 $1.69 Million - $2.42 Million	73,641 New	73,641 $1.91 Million

Others Institutions Holding USMC

# of Institutions

82

Shares Held

53.3M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

37.3M
Shares

$2.54 Billion
1.32% of portfolio
Principal Securities, Inc. Des Moines, IA

4.01M
Shares

$273 Million
4.71% of portfolio
Envestnet Asset Management Inc

3.81M
Shares

$260 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

1.26M
Shares

$85.7 Million
0.03% of portfolio
O'Brien Wealth Partners LLC

906K
Shares

$61.8 Million
9.38% of portfolio

About PRINCIPAL ETF U S MEGA-CAP

Ticker USMC
Sector ETFs
Industry ETFs

More about USMC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.