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
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% -$36.5K ﹤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 $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

Baird Financial Group's USMC Position: Q2 2026 in Review

Baird Financial Group reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 6.9% in Q2 2026, selling an estimated $22.9K and leaving 4,318 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Baird Financial Group first reported a position in USMC in Q4 2020 and has held it in 23 quarters since. The position peaked at $336K in Q3 2024. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Baird Financial Group held 4,318 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $320K as of Q2 2026.
  • Baird Financial Group sold 321 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $22.9K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1705 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 23 quarters since.
  • Baird Financial Group's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $336K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.