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Concorde Asset Management’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Concorde Asset Management’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 		$200K Buy
+2,700
New +$192K 0.12% 141

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
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

Concorde Asset Management's USMC Position: Q2 2026 in Review

Concorde Asset Management opened a new position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q2 2026: 2,700 shares worth $200K. The stake represents 0.12% of the portfolio and ranks #141 among its holdings.

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

  • Concorde Asset Management held 2,700 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $200K as of Q2 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF was a new Concorde Asset Management position in Q2 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.12% of Concorde Asset Management's portfolio in Q2 2026, its #141 holding.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.