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Principal Exchange Traded Fd us mega cap shares owned by Assetmark

Quarter-by-quarter ownership of Principal Exchange Traded Fd us mega cap (USMC) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Principal Exchange Traded Fd us mega cap

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange Traded Fd us mega cap held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Exchange Traded Fd us mega cap by Assetmark

Quarter filed Position value Share count Share price at filing
2025-12-31 $217k 3.2k 68.45
2025-09-30 $182k 2.7k 68.17
2025-06-30 $167k 2.7k 62.56
2025-03-31 $8.1k 143 56.78
2024-12-31 $11k 180 60.03
2023-09-30 $6.9k 161 42.84

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Top funds holding Principal Exchange Traded Fd us mega cap

Principal Financial Group
Principal Securities
Envestnet Asset Management
LPL Financial
O'Brien Wealth Partners
Mercer Global Advisors
Raymond James Financial
Wells Fargo & Company
Goss Wealth Management
CLS Investments
Legacy CG
Segment Wealth Management
Integrated Wealth Concepts
Symphony Financial Services
Golden State Wealth Management

View all funds holding Principal Exchange Traded Fd us mega cap