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Principal Exchange Traded Fd us mega cap shares owned by CLS Investments

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

Historical chart of CLS Investments 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 CLS Investments 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 CLS Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $20M 293k 68.17
2025-06-30 $17M 269k 62.56
2025-03-31 $12M 208k 56.78
2024-12-31 $8.7M 145k 60.03

More positions owned by CLS Investments

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)

View all positions for CLS Investments

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
Morgan Stanley
Wells Fargo & Company
Goss Wealth Management
Legacy CG
CLS Investments
Segment Wealth Management
Symphony Financial Services
Wealth Advisors of Iowa

View all funds holding Principal Exchange Traded Fd us mega cap