Cape Investment Advisory, Inc.
Position in USMC — Principal U.S. Mega-Cap ETF
CIK 1944437
MCDONOUGH, GA
All Filings in USMC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 USMC | $253,606 | 3,705 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 USMC | $55,240 | 883 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 USMC | $35,601 | 627 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 USMC | $4,442 | 74 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||