AWM
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AE Wealth Management’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

AE Wealth Management’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 		$3.1M Buy
+48,218
New +$3.22M 0.02% 529
2025
Q4 		– Sell
-57,159
Closed -$3.9M – 2559
2025
Q3 		$3.9M Buy
+57,159
New +$3.7M 0.02% 406

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

AE Wealth Management's USMC Position: Q1 2026 in Review

AE Wealth Management opened a new position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q1 2026: 48,218 shares worth $3.1M. The stake represents 0.02% of the portfolio and ranks #529 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in USMC as recently as Q3 2025.

AE Wealth Management first reported a position in USMC in Q3 2025 and has held it in 2 quarters since. The position peaked at $3.9M in Q3 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • AE Wealth Management held 48,218 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $3.1M as of Q1 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF was a new AE Wealth Management position in Q1 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #529 holding.
  • AE Wealth Management first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • AE Wealth Management's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $3.9M in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.