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

Cetera Investment Advisers’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
Q1 		$2.44M Sell
37,930
-48,221
-56% -$3.22M ﹤0.01% 2112
2025
Q4 		$5.9M Buy
86,151
+28,741
+50% +$1.97M 0.01% 1353
2025
Q3 		$3.91M Buy
57,410
+53,848
+1,512% +$3.48M ﹤0.01% 1623
2025
Q2 		$223K Sell
3,562
-265
-7% -$15.4K ﹤0.01% 3643
2025
Q1 		$217K Buy
+3,827
New +$230K ﹤0.01% 3537

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Cetera Investment Advisers's USMC Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 56% in Q1 2026, selling an estimated $3.22M and leaving 37,930 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

Cetera Investment Advisers first reported a position in USMC in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.9M in Q4 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Cetera Investment Advisers held 37,930 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $2.44M as of Q1 2026.
  • Cetera Investment Advisers sold 48,221 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $3.22M.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2112 holding.
  • Cetera Investment Advisers first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Cetera Investment Advisers's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $5.9M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.