ASSETMARK, INC

Position in USMC — Principal U.S. Mega-Cap ETF

CIK 1344551 CONCORD, CA

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All Filings in USMC

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 USMC	$206,184	3,206	+1.3%	Shares	Sole	2026-05-06
2025-12-31 USMC	$216,575	3,164	+18.7%	Shares	Sole	2026-01-23
2025-09-30 USMC	$181,681	2,665	0.0%	Shares	Sole	2025-11-06
2025-06-30 USMC	$166,722	2,665	+1763.6%	Shares	Sole	2025-08-04
2025-03-31 USMC	$8,119	143	-20.6%	Shares	Sole	2025-05-06
2024-12-31 USMC	$10,805	180	+11.8%	Shares	Sole	2025-02-06
2023-09-30 USMC	$6,897	161	—	Shares	Sole	2023-10-27
No filing history on record for this holder in this stock.