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

Avantax 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
2025
Q2 		$2.91M Buy
46,471
+18,302
+65% +$1.06M 0.02% 629
2025
Q1 		$1.6M Buy
+28,169
New +$1.69M 0.01% 859

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
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
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Avantax Advisory Services's USMC Position: Q2 2025 in Review

Avantax Advisory Services increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 65% in Q2 2025, buying an estimated $1.06M and bringing the position to 46,471 shares worth $2.91M. The position accounts for 0.02% of the portfolio, ranked #629.

Avantax Advisory Services first reported a position in USMC in Q1 2025 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold USMC as of Q2 2025.

  • Avantax Advisory Services held 46,471 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $2.91M as of Q2 2025.
  • Avantax Advisory Services bought 18,302 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2025, an estimated $1.06M.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #629 holding.
  • Avantax Advisory Services first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2025 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.