Simplex Trading, LLC Principal ETF U S Mega Cap Transaction History

Simplex Trading, LLC

$2.98 Billion
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 02, 2022	SELL	$39.61 - $44.6 $3,961 - $4,460	-100 Closed	0 $0
Q4 2021 Feb 23, 2022	BUY	$40.14 - $44.69 $4,014 - $4,469	100 New	100 $4,000
Q3 2018 Oct 23, 2018	SELL	N/A	-100 Closed	0 $0
Q1 2018 Apr 26, 2018	BUY	N/A	100 New	100 $2,000

Others Institutions Holding USMC

# of Institutions

45

Shares Held

46.4M

Call Options Held

0

Put Options Held

0

Principal Financial Group Inc Des Moines, IA

33.7M
Shares

$1.91 Billion
1.12% of portfolio
Principal Securities, Inc. Des Moines, IA

4.41M
Shares

$250 Million
6.08% of portfolio
Envestnet Asset Management Inc

4.21M
Shares

$239 Million
0.08% of portfolio
O'Brien Wealth Partners LLC

831K
Shares

$47.2 Million
9.79% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

425K
Shares

$24.1 Million
0.03% of portfolio

About PRINCIPAL ETF U S MEGA-CAP

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