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Centennial Advisors’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Centennial Advisors’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 		– Sell
-7,218
Closed -$464K – 97
2026
Q1 		$464K Buy
+7,218
New +$483K 0.59% 48

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
OA
Oasis Advisors Forest City, Iowa $154M AUM
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 27.5% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
WAOI
Wealth Advisors of Iowa West Des Moines, Iowa $369M AUM 18.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Centennial Advisors's USMC Position: Q2 2026 in Review

Centennial Advisors sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q2 2026, closing a stake of 7,218 shares — an estimated $464K sold.

Centennial Advisors first reported a position in USMC in Q1 2026 and held it in 1 quarter. The position peaked at $464K in Q1 2026. 35 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Centennial Advisors reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Centennial Advisors sold 7,218 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $464K.
  • Centennial Advisors first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Centennial Advisors's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $464K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Centennial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.