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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
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Cape Investment Advisory's USMC Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q2 2026: 2,412 shares worth $179K. The stake represents 0.05% of the portfolio and ranks #247 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in USMC as recently as Q4 2025.

Cape Investment Advisory first reported a position in USMC in Q4 2024 and has held it in 5 quarters since. The position peaked at $254K in Q4 2025. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Cape Investment Advisory held 2,412 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $179K as of Q2 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF was a new Cape Investment Advisory position in Q2 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.05% of Cape Investment Advisory's portfolio in Q2 2026, its #247 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 5 quarters since.
  • Cape Investment Advisory's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $254K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.