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 Q2	$3.18M	Buy	42,953 +5,023	+13%	+$358K	﹤0.01%	1981
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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $154M AUM

SWM

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Cetera Investment Advisers's USMC Position: Q2 2026 in Review

Cetera Investment Advisers increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 13% in Q2 2026, buying an estimated $358K and bringing the position to 42,953 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

Cetera Investment Advisers first reported a position in USMC in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.9M in Q4 2025. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

Cetera Investment Advisers held 42,953 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $3.18M as of Q2 2026.
Cetera Investment Advisers bought 5,023 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $358K.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1981 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 6 quarters since.
Cetera Investment Advisers's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $5.9M 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 Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.