Cape Investment Advisory’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Cape Investment Advisory’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 Q3	$182K	Sell	2,377 -35	-1%	-$2.64K	0.05%	245
2026 Q2	$179K	Buy	+2,412	New	+$172K	0.05%	247
2026 Q1	–	Sell	-3,705	Closed	-$254K	–	1153
2025 Q4	$254K	Buy	+3,705	New	+$253K	0.08%	188
2025 Q3	–	Sell	-883	Closed	-$55.2K	–	1182
2025 Q2	$55.2K	Buy	883 +256	+41%	+$14.9K	0.02%	358
2025 Q1	$35.6K	Buy	627 +553	+747%	+$33.2K	0.01%	388
2024 Q4	$4.44K	Buy	+74	New	+$4.36K	﹤0.01%	766

Other funds holding USMC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cape Investment Advisory's USMC Position: Q3 2026 in Review

Cape Investment Advisory reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 1.5% in Q3 2026, selling an estimated $2.64K and leaving 2,377 shares worth $182K. The position accounts for 0.05% of the portfolio, ranked #245.

Cape Investment Advisory first reported a position in USMC in Q4 2024 and has held it in 6 quarters since. The position peaked at $254K in Q4 2025. 4 funds tracked by Wall St. Rank hold USMC as of Q3 2026.

Cape Investment Advisory held 2,377 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $182K as of Q3 2026.
Cape Investment Advisory sold 35 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q3 2026, an estimated $2.64K.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.05% of Cape Investment Advisory's portfolio in Q3 2026, its #245 holding.
Cape Investment Advisory first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Cape Investment Advisory's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $254K in Q4 2025.
4 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.