ASN
USMC icon

Advisory Services Network’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Advisory Services Network’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
Q1 		$419K Sell
6,508
-609
-9% -$40.7K 0.01% 1389
2025
Q4 		$487K Buy
7,117
+212
+3% +$14.5K 0.01% 1229
2025
Q3 		$471K Buy
+6,905
New +$447K 0.01% 1222
2018
Q2 		– Sell
-106
Closed -$3K – 2700
2018
Q1 		$3K Buy
+106
New +$2.82K ﹤0.01% 2323

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Advisory Services Network's USMC Position: Q1 2026 in Review

Advisory Services Network reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 8.6% in Q1 2026, selling an estimated $40.7K and leaving 6,508 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #1389.

Advisory Services Network first reported a position in USMC in Q1 2018 and has held it in 4 quarters since. The position peaked at $487K in Q4 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Advisory Services Network held 6,508 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $419K as of Q1 2026.
  • Advisory Services Network sold 609 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $40.7K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1389 holding.
  • Advisory Services Network first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2018 and has held it in 4 quarters since.
  • Advisory Services Network's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $487K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.