Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
151K+ 19.2% |
$5.35M - $6.49M
|
936K
$57M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
125K+ 98.52% |
$4.43M - $5.37M
|
251K
$15.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
113K+ 3118.16% |
$4M - $4.85M
|
116K
$7.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.8K+ 101.87% |
$985K - $1.2M
|
55K
$3.35M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.7K+ 62.94% |
$523K - $635K
|
38.2K
$2.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.38K+ 39.78% |
$333K - $404K
|
33K
$2.01M
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
7.88K+ 4.98% |
$280K - $339K
|
166K
$10.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.58K+ 30.82% |
$234K - $283K
|
27.9K
$1.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.87K+ 4.36% |
$208K - $253K
|
141K
$8.56M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.48KNew |
$52.4K - $63.6K
|
1.48K
$90K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
634+ 1.2% |
$22.5K - $27.3K
|
53.5K
$3.26M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
621+ 3.43% |
$22K - $26.7K
|
18.7K
$1.14M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
193+ 1.65% |
$6.85K - $8.31K
|
11.9K
$726K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4+ 0.06% |
$142 - $172
|
7.24K
$441K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-65Closed |
$2.31K - $2.8K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-67- 0.9% |
$2.38K - $2.88K
|
7.35K
$447K
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-160- 0.4% |
$5.68K - $6.89K
|
39.6K
$2.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.35K- 2.18% |
$47.7K - $57.9K
|
60.5K
$3.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.84K- 3.22% |
$101K - $122K
|
85.3K
$5.19M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.84K- 3.22% |
$101K - $122K
|
85.3K
$5.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.86KClosed |
$172K - $209K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.83K- 6.23% |
$242K - $294K
|
103K
$6.26M
|
|
|
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
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-39.8KClosed |
$1.41M - $1.71M
|
0
$0
|