CoreCap Advisors’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

CoreCap Advisors’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	$38.4K	Hold	500	–	–	﹤0.01%	1516
2026 Q2	$37.1K	Hold	500	–	–	﹤0.01%	1539
2026 Q1	$32.2K	Hold	500	–	–	﹤0.01%	1492
2025 Q4	$34.2K	Buy	500 +140	+39%	+$9.6K	﹤0.01%	1479
2025 Q3	$24.5K	Hold	360	–	–	﹤0.01%	1598
2025 Q2	$22.5K	Sell	360 -385	-52%	-$22.4K	﹤0.01%	1567
2025 Q1	$42.3K	Buy	+745	New	+$44.7K	﹤0.01%	1248

Other funds holding USMC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CoreCap Advisors's USMC Position: Q3 2026 in Review

CoreCap Advisors held its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) position steady in Q3 2026 at 500 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

CoreCap Advisors first reported a position in USMC in Q1 2025 and has held it in 7 quarters since. The position peaked at $42.3K in Q1 2025. 13 funds tracked by Wall St. Rank hold USMC as of Q3 2026.

CoreCap Advisors held 500 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $38.4K as of Q3 2026.
CoreCap Advisors left its Principal Exchange-Traded Funds Principal US Mega-Cap ETF share count unchanged in Q3 2026.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1516 holding.
CoreCap Advisors first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2025 and has held it in 7 quarters since.
CoreCap Advisors's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $42.3K in Q1 2025.
13 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.