Latest Institutional Sells of Principal ETF U S Mega Cap (USMC)
This list provides information on the latest institutional transactions involving Principal ETF U S Mega Cap (USMC) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-57.3K- 57.55% |
$2.92M - $3.58M
|
42.3K
$2.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-20.6K- 85.2% |
$1.05M - $1.29M
|
3.58K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-4.59K- 0.5% |
$234K - $287K
|
921K
$57.7M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-706- 6.89% |
$36K - $44.2K
|
9.54K
$598K
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-31- 0.32% |
$1.58K - $1.94K
|
9.68K
$607K
|
|
| Q1 2025 | |||||||
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-994K- 3.2% |
$55.4M - $62.8M
|
30.1M
$1.89B
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-192K- 50.0% |
$10.7M - $12.1M
|
192K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-158K- 3.73% |
$8.79M - $9.96M
|
4.07M
$255M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.2K- 29.89% |
$1.24M - $1.4M
|
52K
$3.26M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-7.52K- 18.12% |
$419K - $475K
|
34K
$2.13M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-5.21K- 28.26% |
$290K - $329K
|
13.2K
$829K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.3K- 10.6% |
$128K - $145K
|
19.4K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.58KClosed |
$88.1K - $99.9K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.02K- 6.52% |
$56.7K - $64.2K
|
14.6K
$914K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-781- 2.33% |
$43.5K - $49.3K
|
32.8K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-283- 1.83% |
$15.8K - $17.9K
|
15.2K
$951K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-150- 2.85% |
$8.36K - $9.47K
|
5.12K
$321K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-37- 20.56% |
$2.06K - $2.34K
|
143
$8.97K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.8K- 79.45% |
$3.03M - $3.34M
|
13.9K
$873K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.98K- 1.39% |
$306K - $341K
|
425K
$26.6M
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-2.73K- 22.82% |
$112K - $128K
|
9.24K
$580K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-39.8KClosed |
$1.41M - $1.71M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15.1KClosed |
$537K - $651K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.35K- 2.18% |
$47.7K - $57.9K
|
60.5K
$3.79M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-65Closed |
$2.31K - $2.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100Closed |
$3.96K - $4.46K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-600Closed |
$24.1K - $26.8K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-573Closed |
$23K - $25.6K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.15KClosed |
$244K - $259K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-431Closed |
$17.1K - $18.2K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-400Closed |
$15.9K - $16.8K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-200Closed |
$7.94K - $8.42K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-6.56KClosed |
$229K - $242K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14.4KClosed |
$331K - $472K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-156Closed |
$3.59K - $5.12K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-96Closed |
$2.72K - $3.03K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-32Closed |
$908 - $1.01K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-343Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 27, 2018
Q2 2018
|
Advisor Net Financial, Inc
|
SELL
|
- |
-423Closed |
N/A
|
0
$0
|
|
|
Jul 27, 2018
Q2 2018
|
Advisory Services Network, LLC
|
SELL
|
- |
-106Closed |
N/A
|
0
$0
|
|