Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
138+ 0.58% |
$7.03K - $8.63K
|
23.8K
$1.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.64% |
$50.9 - $62.6
|
158
$9.85K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-4.59K- 0.5% |
$234K - $287K
|
921K
$57.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-20.6K- 85.2% |
$1.05M - $1.29M
|
3.58K
$223K
|