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Cannon Wealth Management Services’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Cannon Wealth Management Services’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 		$603K Sell
9,372
-139
-1% -$9.29K 0.41% 41
2025
Q4 		$651K Sell
9,511
-148
-2% -$10.1K 0.46% 39
2025
Q3 		$658K Sell
9,659
-23
-0.2% -$1.49K 0.5% 36
2025
Q2 		$606K Sell
9,682
-31
-0.3% -$1.8K 0.5% 33
2025
Q1 		$557K Sell
9,713
-125
-1% -$7.5K 0.5% 35
2024
Q4 		$609K Sell
9,838
-591
-6% -$34.8K 0.53% 32
2024
Q3 		$594K Buy
+10,429
New +$572K 0.54% 35

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Cannon Wealth Management Services's USMC Position: Q1 2026 in Review

Cannon Wealth Management Services reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 1.5% in Q1 2026, selling an estimated $9.29K and leaving 9,372 shares worth $603K. The position accounts for 0.41% of the portfolio, ranked #41.

Cannon Wealth Management Services first reported a position in USMC in Q3 2024 and has held it in 7 quarters since. The position peaked at $658K in Q3 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Cannon Wealth Management Services held 9,372 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $603K as of Q1 2026.
  • Cannon Wealth Management Services sold 139 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $9.29K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.41% of Cannon Wealth Management Services's portfolio in Q1 2026, its #41 holding.
  • Cannon Wealth Management Services first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • Cannon Wealth Management Services's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $658K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.