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

Baird Financial 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
2026
Q3 		$325K Sell
4,238
-80
-2% -$6.04K ﹤0.01% 1710
2026
Q2 		$320K Sell
4,318
-321
-7% -$22.9K ﹤0.01% 1705
2026
Q1 		$298K Sell
4,639
-207
-4% -$13.8K ﹤0.01% 1637
2025
Q4 		$332K Sell
4,846
-9
-0.2% -$616 ﹤0.01% 1605
2025
Q3 		$331K Sell
4,855
-175
-3% -$11.3K ﹤0.01% 1599
2025
Q2 		$315K Sell
5,030
-92
-2% -$5.35K ﹤0.01% 1570
2025
Q1 		$291K Sell
5,122
-150
-3% -$9K ﹤0.01% 1572
2024
Q4 		$316K Sell
5,272
-620
-11% -$36.6K ﹤0.01% 1533
2024
Q3 		$336K Sell
5,892
-58
-1% -$3.18K ﹤0.01% 1509
2024
Q2 		$323K Sell
5,950
-208
-3% -$10.7K ﹤0.01% 1537
2024
Q1 		$316K Sell
6,158
-212
-3% -$10.5K ﹤0.01% 1535
2023
Q4 		$298K Sell
6,370
-51
-0.8% -$2.26K ﹤0.01% 1518
2023
Q3 		$275K Sell
6,421
-40
-0.6% -$1.76K ﹤0.01% 1530
2023
Q2 		$282K Sell
6,461
-489
-7% -$20.1K ﹤0.01% 1523
2023
Q1 		$277K Sell
6,950
-407
-6% -$15.4K ﹤0.01% 1519
2022
Q4 		$265K Buy
7,357
+105
+1% +$3.8K ﹤0.01% 1500
2022
Q3 		$245K Sell
7,252
-98
-1% -$3.72K ﹤0.01% 1534
2022
Q2 		$269K Sell
7,350
-67
-0.9% -$2.64K ﹤0.01% 1593
2022
Q1 		$316K Sell
7,417
-134
-2% -$5.62K ﹤0.01% 1600
2021
Q4 		$335K Buy
7,551
+38
+0.5% +$1.62K ﹤0.01% 1627
2021
Q3 		$303K Buy
7,513
+298
+4% +$12.3K ﹤0.01% 1660
2021
Q2 		$287K Buy
7,215
+325
+5% +$12.5K ﹤0.01% 1588
2021
Q1 		$254K Buy
6,890
+727
+12% +$26.3K ﹤0.01% 1570
2020
Q4 		$220K Buy
+6,163
New +$209K ﹤0.01% 1478

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
Symphony Financial Services
Symphony Financial Services Akron, Ohio $234M AUM 13.38% 1-Year Est. Return
Golden State Wealth Management
Golden State Wealth Management Santa Ana, California $1.1B AUM 19.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Baird Financial Group's USMC Position: Q3 2026 in Review

Baird Financial Group reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 1.9% in Q3 2026, selling an estimated $6.04K and leaving 4,238 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Baird Financial Group first reported a position in USMC in Q4 2020 and has held it in 24 quarters since. The position peaked at $336K in Q3 2024. 76 funds tracked by Wall St. Rank hold USMC as of Q3 2026.

  • Baird Financial Group held 4,238 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $325K as of Q3 2026.
  • Baird Financial Group sold 80 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q3 2026, an estimated $6.04K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q3 2026, its #1710 holding.
  • Baird Financial Group first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Baird Financial Group's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $336K in Q3 2024.
  • 76 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q3 2026.

Based on Baird Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.