Commonwealth Equity Services
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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
Q3 		$4.21M Sell
54,865
-1,534
-3% -$116K 0.01% 1476
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 $195B AUM 21.17% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
Golden State Wealth Management
Golden State Wealth Management Santa Ana, California $1.1B AUM 19.2% 1-Year Est. Return
McDonald Partners
McDonald Partners Cleveland, Ohio $423M AUM 27.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Greenwood Capital Associates
Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Commonwealth Equity Services's USMC Position: Q3 2026 in Review

Commonwealth Equity Services reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 2.7% in Q3 2026, selling an estimated $116K and leaving 54,865 shares worth $4.21M. The position accounts for 0.01% of the portfolio, ranked #1476.

Commonwealth Equity Services first reported a position in USMC in Q2 2019 and has held it in 30 quarters since. The position peaked at $8.03M in Q1 2026. 36 funds tracked by Wall St. Rank hold USMC as of Q3 2026.

  • Commonwealth Equity Services held 54,865 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $4.21M as of Q3 2026.
  • Commonwealth Equity Services sold 1,534 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q3 2026, an estimated $116K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #1476 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 30 quarters since.
  • Commonwealth Equity Services's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $8.03M in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.