Commonwealth Equity Services
USMC icon

Commonwealth Equity Services’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Commonwealth Equity Services’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 		$4.18M Sell
56,399
-68,480
-55% -$4.88M 0.01% 1542
2026
Q1 		$8.03M Buy
124,879
+9,597
+8% +$642K 0.01% 1022
2025
Q4 		$7.89M Buy
115,282
+4,583
+4% +$313K 0.01% 1027
2025
Q3 		$7.55M Buy
110,699
+35,990
+48% +$2.33M 0.01% 1082
2025
Q2 		$4.67M Buy
74,709
+1,427
+2% +$83K 0.01% 1372
2025
Q1 		$4.16M Buy
73,282
+8,673
+13% +$520K 0.01% 1395
2024
Q4 		$3.88M Sell
64,609
-3,313
-5% -$195K 0.01% 1404
2024
Q3 		$3.87M Sell
67,922
-1,599
-2% -$87.7K 0.01% 1394
2024
Q2 		$3.77M Buy
69,521
+12,743
+22% +$656K 0.01% 1360
2024
Q1 		$2.92M Sell
56,778
-383
-0.7% -$18.9K ﹤0.01% 1516
2023
Q4 		$2.67M Buy
57,161
+2,615
+5% +$116K ﹤0.01% 1505
2023
Q3 		$2.34M Buy
54,546
+14,823
+37% +$654K ﹤0.01% 1507
2023
Q2 		$1.73M Buy
39,723
+4,789
+14% +$197K ﹤0.01% 1720
2023
Q1 		$1.39M Sell
34,934
-772
-2% -$29.3K ﹤0.01% 1807
2022
Q4 		$1.29M Sell
35,706
-1,619
-4% -$58.6K ﹤0.01% 1791
2022
Q3 		$1.26M Sell
37,325
-856
-2% -$32.5K ﹤0.01% 1741
2022
Q2 		$1.4M Buy
38,181
+14,749
+63% +$581K ﹤0.01% 1648
2022
Q1 		$999K Buy
23,432
+1,514
+7% +$63.5K ﹤0.01% 1994
2021
Q4 		$971K Sell
21,918
-1,553
-7% -$66.3K ﹤0.01% 2011
2021
Q3 		$946K Buy
23,471
+6
+0% +$247 ﹤0.01% 1968
2021
Q2 		$932K Buy
23,465
+1,077
+5% +$41.5K ﹤0.01% 1961
2021
Q1 		$826K Buy
22,388
+2
+0% +$72 ﹤0.01% 1937
2020
Q4 		$798K Buy
22,386
+111
+0.5% +$3.77K ﹤0.01% 1808
2020
Q3 		$735K Sell
22,275
-3,007
-12% -$96.9K ﹤0.01% 1692
2020
Q2 		$759K Buy
25,282
+2,219
+10% +$64.3K ﹤0.01% 1589
2020
Q1 		$597K Sell
23,063
-12,512
-35% -$375K ﹤0.01% 1588
2019
Q4 		$1.11M Sell
35,575
-1,904
-5% -$57.3K ﹤0.01% 1358
2019
Q3 		$1.1M Buy
37,479
+27,083
+261% +$789K ﹤0.01% 1310
2019
Q2 		$302K Buy
+10,396
New +$295K ﹤0.01% 2191

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Commonwealth Equity Services's USMC Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 55% in Q2 2026, selling an estimated $4.88M and leaving 56,399 shares worth $4.18M. The position accounts for 0.01% of the portfolio, ranked #1542.

Commonwealth Equity Services first reported a position in USMC in Q2 2019 and has held it in 29 quarters since. The position peaked at $8.03M in Q1 2026. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Commonwealth Equity Services held 56,399 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $4.18M as of Q2 2026.
  • Commonwealth Equity Services sold 68,480 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $4.88M.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1542 holding.
  • Commonwealth Equity Services first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • Commonwealth Equity Services's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $8.03M in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.