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

Capital Investment Advisory 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	$3.94M	Buy	53,134 +319	+0.6%	+$22.7K	0.24%	99
2026 Q1	$3.4M	Sell	52,815 -219	-0.4%	-$14.6K	0.25%	98
2025 Q4	$3.63M	Buy	53,034 +2,609	+5%	+$178K	0.26%	93
2025 Q3	$3.44M	Buy	50,425 +24,452	+94%	+$1.58M	0.27%	88
2025 Q2	$1.62M	Buy	25,973 +2,278	+10%	+$133K	0.13%	165
2025 Q1	$1.35M	Buy	23,695 +17,443	+279%	+$1.05M	0.12%	174
2024 Q4	$375K	Buy	6,252 +2,801	+81%	+$165K	0.04%	348
2024 Q3	$197K	Buy	3,451 +2,447	+244%	+$134K	0.02%	503
2024 Q2	$54.5K	Buy	1,004 +34	+4%	+$1.75K	0.01%	651
2024 Q1	$49.8K	Buy	+970	New	+$48K	0.01%	657
2019 Q1	–	Sell	-1,041	Closed	-$26K	–	1279
2018 Q4	$26K	Buy	+1,041	New	+$27.8K	0.01%	589

Other funds holding USMC

SWM

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

SFS

Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Capital Investment Advisory Services's USMC Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 0.6% in Q2 2026, buying an estimated $22.7K and bringing the position to 53,134 shares worth $3.94M. The position accounts for 0.24% of the portfolio, ranked #99.

Capital Investment Advisory Services first reported a position in USMC in Q4 2018 and has held it in 11 quarters since. 12 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

Capital Investment Advisory Services held 53,134 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $3.94M as of Q2 2026.
Capital Investment Advisory Services bought 319 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $22.7K.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.24% of Capital Investment Advisory Services's portfolio in Q2 2026, its #99 holding.
Capital Investment Advisory Services first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2018 and has held it in 11 quarters since.
12 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

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