AssetMark Inc’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

AssetMark Inc’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 Q3	$294K	Hold	3,837	–	–	﹤0.01%	1375
2026 Q2	$284K	Buy	3,837 +631	+20%	+$45K	﹤0.01%	1344
2026 Q1	$206K	Buy	3,206 +42	+1%	+$2.81K	﹤0.01%	1347
2025 Q4	$217K	Buy	3,164 +499	+19%	+$34.1K	﹤0.01%	1286
2025 Q3	$182K	Hold	2,665	–	–	﹤0.01%	1285
2025 Q2	$167K	Buy	2,665 +2,522	+1,764%	+$147K	﹤0.01%	1262
2025 Q1	$8.12K	Sell	143 -37	-21%	-$2.22K	﹤0.01%	1895
2024 Q4	$10.8K	Buy	+180	New	+$10.6K	﹤0.01%	1773
2023 Q4	–	Sell	-161	Closed	-$6.9K	–	2009
2023 Q3	$6.9K	Buy	+161	New	+$7.1K	﹤0.01%	1359

Other funds holding USMC

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return

Golden State Wealth Management Santa Ana, California $1.1B AUM 19.2% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $423M AUM 27.93% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc's USMC Position: Q3 2026 in Review

AssetMark Inc held its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) position steady in Q3 2026 at 3,837 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

AssetMark Inc first reported a position in USMC in Q3 2023 and has held it in 9 quarters since. 36 funds tracked by Wall St. Rank hold USMC as of Q3 2026.

AssetMark Inc held 3,837 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $294K as of Q3 2026.
AssetMark Inc left its Principal Exchange-Traded Funds Principal US Mega-Cap ETF share count unchanged in Q3 2026.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1375 holding.
AssetMark Inc first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2023 and has held it in 9 quarters since.
36 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.