Cambridge Investment Research Advisors’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Cambridge Investment Research Advisors’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 Q1	$2.56M	Sell	39,837 -1,701	-4%	-$114K	0.01%	1416
2025 Q4	$2.84M	Buy	41,538 +1,680	+4%	+$115K	0.01%	1252
2025 Q3	$2.72M	Buy	39,858 +5,795	+17%	+$375K	0.01%	1271
2025 Q2	$2.13M	Buy	34,063 +1,301	+4%	+$75.7K	0.01%	1384
2025 Q1	$1.86M	Sell	32,762 -781	-2%	-$46.9K	0.01%	1403
2024 Q4	$2.01M	Buy	33,543 +7,598	+29%	+$448K	0.01%	1355
2024 Q3	$1.48M	Sell	25,945 -775	-3%	-$42.5K	0.01%	1573
2024 Q2	$1.45M	Sell	26,720 -186	-0.7%	-$9.57K	0.01%	1515
2024 Q1	$1.38M	Buy	26,906 +3,917	+17%	+$194K	0.01%	1509
2023 Q4	$1.07M	Buy	22,989 +4,304	+23%	+$191K	﹤0.01%	1603
2023 Q3	$800K	Sell	18,685 -1,515	-8%	-$66.8K	﹤0.01%	1720
2023 Q2	$882K	Sell	20,200 -7,195	-26%	-$296K	﹤0.01%	1695
2023 Q1	$1.09M	Sell	27,395 -4,567	-14%	-$173K	0.01%	1521
2022 Q4	$1.15M	Buy	31,962 +282	+0.9%	+$10.2K	0.01%	1426
2022 Q3	$1.07M	Buy	31,680 +3,735	+13%	+$142K	0.01%	1428
2022 Q2	$1.02M	Buy	27,945 +6,584	+31%	+$259K	0.01%	1471
2022 Q1	$911K	Buy	21,361 +1,008	+5%	+$42.3K	﹤0.01%	1640
2021 Q4	$902K	Buy	+20,353	New	+$869K	﹤0.01%	1646
2021 Q1	–	Sell	-14,602	Closed	-$521K	–	2993
2020 Q4	$521K	Sell	14,602 -1,098	-7%	-$37.3K	﹤0.01%	1744
2020 Q3	$518K	Sell	15,700 -2,785	-15%	-$89.7K	﹤0.01%	1579
2020 Q2	$555K	Buy	18,485 +1,104	+6%	+$32K	﹤0.01%	1494
2020 Q1	$451K	Buy	+17,381	New	+$520K	﹤0.01%	1425

Other funds holding USMC

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $509M AUM

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Cambridge Investment Research Advisors's USMC Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 4.1% in Q1 2026, selling an estimated $114K and leaving 39,837 shares worth $2.56M. The position accounts for 0.01% of the portfolio, ranked #1416.

Cambridge Investment Research Advisors first reported a position in USMC in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.84M in Q4 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

Cambridge Investment Research Advisors held 39,837 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $2.56M as of Q1 2026.
Cambridge Investment Research Advisors sold 1,701 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $114K.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1416 holding.
Cambridge Investment Research Advisors first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2020 and has held it in 22 quarters since.
Cambridge Investment Research Advisors's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $2.84M in Q4 2025.
87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.