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 Q2	$695K	Buy	9,373 +1	+0%	+$71	0.38%	43
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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Oasis Advisors Forest City, Iowa $154M AUM

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Cannon Wealth Management Services's USMC Position: Q2 2026 in Review

Cannon Wealth Management Services increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 0.01% in Q2 2026, buying an estimated $71 and bringing the position to 9,373 shares worth $695K. The position accounts for 0.38% of the portfolio, ranked #43.

Cannon Wealth Management Services first reported a position in USMC in Q3 2024 and has held it in 8 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

Cannon Wealth Management Services held 9,373 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $695K as of Q2 2026.
Cannon Wealth Management Services bought 1 Principal Exchange-Traded Funds Principal US Mega-Cap ETF share in Q2 2026, an estimated $71.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.38% of Cannon Wealth Management Services's portfolio in Q2 2026, its #43 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 8 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 Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.