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AmeriFlex Group’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

AmeriFlex Group’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
2025
Q3 		– Sell
-25,510
Closed -$1.58M – 1359
2025
Q2 		$1.58M Buy
25,510
+1,598
+7% +$93K 0.83% 27
2025
Q1 		$1.36M Sell
23,912
-396
-2% -$23.8K 0.56% 39
2024
Q4 		$1.5M Buy
+24,308
New +$1.43M 0.69% 30

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
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

AmeriFlex Group's USMC Position: Q3 2025 in Review

AmeriFlex Group sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q3 2025, closing a stake of 25,510 shares — an estimated $1.58M sold.

AmeriFlex Group first reported a position in USMC in Q4 2024 and held it in 3 quarters. The position peaked at $1.58M in Q2 2025. 81 funds tracked by Wall St. Rank hold USMC as of Q3 2025.

  • AmeriFlex Group reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • AmeriFlex Group sold 25,510 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q3 2025, an estimated $1.58M.
  • AmeriFlex Group first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2024 and held it in 3 quarters.
  • AmeriFlex Group's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $1.58M in Q2 2025.
  • 81 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q3 2025.

Based on AmeriFlex Group's 13F filing for Q3 2025, filed 12 Nov 2025.