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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
Q2 		$500K Buy
6,740
+232
+4% +$16.5K 0.01% 1401
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 $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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Advisory Services Network's USMC Position: Q2 2026 in Review

Advisory Services Network increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 3.6% in Q2 2026, buying an estimated $16.5K and bringing the position to 6,740 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #1401.

Advisory Services Network first reported a position in USMC in Q1 2018 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Advisory Services Network held 6,740 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $500K as of Q2 2026.
  • Advisory Services Network bought 232 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $16.5K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1401 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 5 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 Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.