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Showing 8 of 29 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in PRINCIPAL U.S. MEGA-CAP ETF

COMMONWEALTH EQUITY SERVICES, LLC holds 56,399 shares of USMC (PRINCIPAL U.S. MEGA-CAP ETF), worth $4.2M as of 2026-Q2. The position was decreased (-54.8% shares). USMC represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$4.2M

Current Shares

56,399

Total Value Change

+$309,644

Total Shares Change

-11,523

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
56,399
-54.8%
$4.2M0.0%$73.99
0
2026-Q1
Increased
124,879
+8.3%
$8M0.0%$66.80
30
2025-Q4
Increased
115,282
+4.1%
$7.9M0.0%$68.89
29
2025-Q3
Increased
110,699
+48.2%
$7.5M0.0%$67.50
38
2025-Q2
Increased
74,709
+1.9%
$4.7M0.0%$61.78
27
2025-Q1
Increased
73,282
+13.4%
$4.2M0.0%$56.11
30
2024-Q4
Decreased
64,609
-4.9%
$3.9M0.0%$59.64
0
2024-Q3
Decreased
67,922
-2.3%
$3.9M0.0%$55.95
0

Other major holders of USMC: PRINCIPAL FINANCIAL GROUP INC

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