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Principal Exchange Traded Fd us mega cap shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth Partners 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 Strategic Wealth Partners 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 Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7k 54 68.17
2025-06-30 $3.4k 54 62.56

More positions owned by Strategic Wealth Partners

Swp Growth & Income Etf Etf (SWP)
Microsoft Corp Stock (MSFT)
Ishares Mbs Etf Etf (MBB)
Apple Stock (AAPL)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Ishares Msci Eafe Etf Etf (EFA)
Broadcom Stock (AVGO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Invesco International Dividend Achievers Etf Etf (PID)
Oracle Corp Stock (ORCL)
Nvidia Corporation Stock (NVDA)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
International Business Machs Stock (IBM)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Strategic Wealth Partners

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