Jackson Wealth Management, LLC
Position in USMC — Principal U.S. Mega-Cap ETF
CIK 1536799
LAKE MARY, FL
All Filings in USMC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 USMC | $3,040,412 | 44,418 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 USMC | $2,961,775 | 43,445 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 USMC | $2,643,597 | 42,257 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 USMC | $5,651,540 | 99,534 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 USMC | $5,976,406 | 99,557 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 USMC | $4,486,309 | 78,721 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 USMC | $2,604,379 | 48,007 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 USMC | $4,105,564 | 79,937 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 USMC | $3,758,522 | 80,379 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 USMC | $3,525,946 | 82,305 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 USMC | $2,080,704 | 47,657 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 USMC | $2,008,639 | 50,462 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||