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

Ameritas Advisory Services’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 		$6.82M Buy
+91,983
New +$6.56M 0.14% 150
2025
Q3 		– Sell
-157
Closed -$9.82K – 2896
2025
Q2 		$9.82K Buy
+157
New +$9.14K ﹤0.01% 2023
2024
Q4 		– Sell
-16,762
Closed -$955K – 930
2024
Q3 		$955K Buy
+16,762
New +$919K 0.04% 396

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

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

Ameritas Advisory Services opened a new position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q2 2026: 91,983 shares worth $6.82M. The stake represents 0.14% of the portfolio and ranks #150 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in USMC as recently as Q2 2025.

Ameritas Advisory Services first reported a position in USMC in Q3 2024 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Ameritas Advisory Services held 91,983 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $6.82M as of Q2 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF was a new Ameritas Advisory Services position in Q2 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.14% of Ameritas Advisory Services's portfolio in Q2 2026, its #150 holding.
  • Ameritas Advisory Services first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2024 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 Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.