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 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

Oasis Advisors Forest City, Iowa $154M AUM

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

SFS

Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

WAOI

Wealth Advisors of Iowa West Des Moines, Iowa $369M AUM 18.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

GCA

Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc's USMC Position: Q2 2026 in Review

AssetMark Inc increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 20% in Q2 2026, buying an estimated $45K and bringing the position to 3,837 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

AssetMark Inc first reported a position in USMC in Q3 2023 and has held it in 8 quarters since. 25 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

AssetMark Inc held 3,837 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $284K as of Q2 2026.
AssetMark Inc bought 631 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $45K.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1344 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 8 quarters since.
25 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.