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Basso Capital Management’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Basso Capital Management’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 		$490K Buy
+6,617
New +$472K 0.1% 87

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

Basso Capital Management's USMC Position: Q2 2026 in Review

Basso Capital Management opened a new position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q2 2026: 6,617 shares worth $490K. The stake represents 0.1% of the portfolio and ranks #87 among its holdings.

85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Basso Capital Management held 6,617 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $490K as of Q2 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF was a new Basso Capital Management position in Q2 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.1% of Basso Capital Management's portfolio in Q2 2026, its #87 holding.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Basso Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.