Cambridge Investment Research Advisors
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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
Q2 		$3.07M Buy
41,439
+1,602
+4% +$114K 0.01% 1361
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
OA
Oasis Advisors Forest City, Iowa $154M AUM
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Cambridge Investment Research Advisors's USMC Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 4% in Q2 2026, buying an estimated $114K and bringing the position to 41,439 shares worth $3.07M. The position accounts for 0.01% of the portfolio, ranked #1361.

Cambridge Investment Research Advisors first reported a position in USMC in Q1 2020 and has held it in 23 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Cambridge Investment Research Advisors held 41,439 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $3.07M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 1,602 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 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 Q2 2026, its #1361 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 23 quarters since.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.