PRINCIPAL EXCHANGE-TRADED FD's ticker is USMC and the CUSIP is 74255Y870.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,000 | 0.0% | 59 | -7.8% | 0.00% | – |
Q2 2023 | $3,000 | -95.4% | 64 | -96.1% | 0.00% | – |
Q1 2023 | $65,000 | 0.0% | 1,641 | -9.1% | 0.00% | – |
Q4 2022 | $65,000 | -33.0% | 1,805 | -37.3% | 0.00% | – |
Q3 2022 | $97,000 | -97.7% | 2,878 | -97.5% | 0.00% | -100.0% |
Q2 2022 | $4,256,000 | +2663.6% | 116,272 | +3118.2% | 0.00% | – |
Q1 2022 | $154,000 | -22.2% | 3,613 | -19.2% | 0.00% | – |
Q4 2021 | $198,000 | +69.2% | 4,471 | +54.0% | 0.00% | – |
Q3 2021 | $117,000 | +1.7% | 2,903 | -0.2% | 0.00% | – |
Q2 2021 | $115,000 | +6.5% | 2,908 | -0.2% | 0.00% | – |
Q1 2021 | $108,000 | +3.8% | 2,914 | 0.0% | 0.00% | – |
Q4 2020 | $104,000 | +7.2% | 2,914 | -0.2% | 0.00% | – |
Q3 2020 | $97,000 | +10.2% | 2,921 | 0.0% | 0.00% | – |
Q2 2020 | $88,000 | +69.2% | 2,921 | +46.0% | 0.00% | – |
Q1 2020 | $52,000 | -17.5% | 2,000 | 0.0% | 0.00% | – |
Q4 2019 | $63,000 | +6.8% | 2,000 | 0.0% | 0.00% | – |
Q3 2019 | $59,000 | +1.7% | 2,000 | 0.0% | 0.00% | – |
Q2 2019 | $58,000 | +866.7% | 2,000 | +706.5% | 0.00% | – |
Q4 2018 | $6,000 | – | 248 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PRINCIPAL FINANCIAL GROUP INC | 27,691,139 | $1,210,022,945 | 0.83% |
Segment Wealth Management, LLC | 155,315 | $6,781,053 | 0.70% |
Jackson Wealth Management, LLC | 47,657 | $2,081,000 | 0.31% |
Kraft, Davis & Associates, LLC | 11,973 | $532,320 | 0.18% |
NewEdge Advisors, LLC | 271,158 | $11,838,760 | 0.13% |
One Capital Management, LLC | 36,984 | $1,614,721 | 0.07% |
ENVESTNET ASSET MANAGEMENT INC | 1,492,820 | $65,176,501 | 0.03% |
GTS SECURITIES LLC | 11,330 | $494,668 | 0.02% |
LPL Financial LLC | 276,076 | $12,053,484 | 0.01% |
MML INVESTORS SERVICES, LLC | 26,493 | $1,157 | 0.01% |