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COMPASS FINANCIAL MANAGEMENT LLC’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$82.5K Buy
+1,084
New +$77.3K 0.01% 590

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's USMC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q2 2026: 1,084 shares worth $82.5K. The stake represents 0.01% of the portfolio and ranks #590 among its holdings.

59 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,084 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $82.5K as of Q2 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #590 holding.
  • 59 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.