Purchases and Sales Made in Q1 2025 in Principal ETF U S Mega Cap (USMC)
This table provides information about the institutional ownership of Principal ETF U S Mega Cap (USMC) during Q1 2025. The information is specifically focused on institutions that hold shares of PRINCIPAL ETF U S MEGA-CAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-405- 1.24% |
$22.6K - $25.6K
|
32.3K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-781- 2.33% |
$43.5K - $49.3K
|
32.8K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.02K- 6.52% |
$56.7K - $64.2K
|
14.6K
$875K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.58KClosed |
$88.1K - $99.9K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.3K- 10.6% |
$128K - $145K
|
19.4K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.88K- 13.48% |
$160K - $182K
|
18.5K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-5.21K- 28.26% |
$290K - $329K
|
13.2K
$793K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-7.52K- 18.12% |
$419K - $475K
|
34K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.2K- 29.89% |
$1.24M - $1.4M
|
52K
$3.12M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-38.7K- 4.01% |
$2.15M - $2.44M
|
925K
$55.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-158K- 3.73% |
$8.79M - $9.96M
|
4.07M
$244M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-192K- 50.0% |
$10.7M - $12.1M
|
192K
$11.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-994K- 3.2% |
$55.4M - $62.8M
|
30.1M
$1.81B
|