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Abound Financial’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Abound Financial’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31K Hold
418
– – 0.01% 153
2026
Q1 		$26.9K Hold
418
– – 0.01% 154
2025
Q4 		$28.6K Buy
+418
New +$28.6K 0.01% 149

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Abound Financial's USMC Position: Q2 2026 in Review

Abound Financial held its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) position steady in Q2 2026 at 418 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #153.

Abound Financial first reported a position in USMC in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Abound Financial held 418 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $31K as of Q2 2026.
  • Abound Financial left its Principal Exchange-Traded Funds Principal US Mega-Cap ETF share count unchanged in Q2 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.01% of Abound Financial's portfolio in Q2 2026, its #153 holding.
  • Abound Financial first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.