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Principal Exchange Traded Fd us mega cap shares owned by Compass Financial Management

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

Historical chart of Compass Financial Management 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 Compass Financial Management 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 Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $83k 1.1k 76.13

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Technology SPDR (XLK)
Spdr S&p 500 Etf (SPY)
Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding Principal Exchange Traded Fd us mega cap

Principal Financial Group
Principal Securities
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Morgan Stanley
Raymond James Financial
Oasis Advisors
Segment Wealth Management
Integrated Wealth Concepts
Symphony Financial Services
Golden State Wealth Management
Advisor Group Holdings
Goss Wealth Management
Mercer Global Advisors

View all funds holding Principal Exchange Traded Fd us mega cap