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Cary Street Partners’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Cary Street Partners’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 		$928K Hold
12,516
– – 0.02% 511
2026
Q1 		$805K Hold
12,516
– – 0.02% 491
2025
Q4 		$857K Sell
12,516
-584
-4% -$39.9K 0.02% 476
2025
Q3 		$893K Hold
13,100
– – 0.02% 449
2025
Q2 		$820K Hold
13,100
– – 0.02% 449
2025
Q1 		$744K Hold
13,100
– – 0.02% 458
2024
Q4 		$786K Buy
+13,100
New +$772K 0.03% 426

Other funds holding USMC

SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cary Street Partners's USMC Position: Q2 2026 in Review

Cary Street Partners held its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) position steady in Q2 2026 at 12,516 shares worth $928K. The position accounts for 0.02% of the portfolio, ranked #511.

Cary Street Partners first reported a position in USMC in Q4 2024 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Cary Street Partners held 12,516 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $928K as of Q2 2026.
  • Cary Street Partners left its Principal Exchange-Traded Funds Principal US Mega-Cap ETF share count unchanged in Q2 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #511 holding.
  • Cary Street Partners first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 7 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.