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USMCUSMC
7 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in PRINCIPAL EXCHANGE TRADED FD

EP Wealth Advisors, LLC holds 130,890 shares of USMC (PRINCIPAL EXCHANGE TRADED FD), worth $9.7M as of 2026-Q2. The position was increased (+1.4% shares). USMC represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$9.7M

Current Shares

130,890

Total Value Change

+$2.2M

Total Shares Change

-520

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
130,890
+1.4%
$9.7M0.0%$73.86
28
2026-Q1
Decreased
129,107
-3.3%
$8.3M0.0%$63.93
0
2025-Q4
Increased
133,476
+0.2%
$9.1M0.0%$68.05
28
2025-Q2
Increased
133,231
+2.0%
$8.3M0.1%$61.82
28
2025-Q1
Increased
130,569
+1.6%
$7.4M0.1%$55.97
28
2024-Q4
Decreased
128,565
-2.2%
$7.7M0.1%$59.18
0
2024-Q3
New
131,410
-
$7.5M0.1%$55.91
38

Other major holders of USMC: PRINCIPAL FINANCIAL GROUP INC

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