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 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-31- 0.32% |
$1.58K - $1.94K
|
9.68K
$652K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-92- 1.8% |
$4.69K - $5.76K
|
5.03K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-130- 11.67% |
$6.62K - $8.13K
|
984
$66.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-185- 0.3% |
$9.42K - $11.6K
|
60.5K
$4.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-265- 6.92% |
$13.5K - $16.6K
|
3.56K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-385- 51.68% |
$19.6K - $24.1K
|
360
$24.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-685- 35.51% |
$34.9K - $42.9K
|
1.24K
$83.8K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-706- 6.89% |
$36K - $44.2K
|
9.54K
$642K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-853- 9.02% |
$43.5K - $53.4K
|
8.6K
$579K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.23K- 0.28% |
$113K - $139K
|
790K
$53.2M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-4.59K- 0.5% |
$234K - $287K
|
921K
$62M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.06K- 28.69% |
$461K - $567K
|
22.5K
$1.52M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.63K- 46.04% |
$490K - $602K
|
11.3K
$760K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-10.3K- 23.21% |
$526K - $646K
|
34.2K
$2.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-20.6K- 85.2% |
$1.05M - $1.29M
|
3.58K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-36.3K- 69.76% |
$1.85M - $2.27M
|
15.7K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.8K- 79.45% |
$2.74M - $3.37M
|
13.9K
$937K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-57.3K- 57.55% |
$2.92M - $3.58M
|
42.3K
$2.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-253K- 6.23% |
$12.9M - $15.8M
|
3.81M
$257M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-362K- 8.28% |
$18.4M - $22.6M
|
4.01M
$270M
|