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 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%	+$9.57K	﹤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

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CoreCap Advisors's USMC Position: Q2 2026 in Review

CoreCap Advisors held its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) position steady in Q2 2026 at 500 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

CoreCap Advisors first reported a position in USMC in Q1 2025 and has held it in 6 quarters since. The position peaked at $42.3K in Q1 2025. 7 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

CoreCap Advisors held 500 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $37.1K as of Q2 2026.
CoreCap Advisors left its Principal Exchange-Traded Funds Principal US Mega-Cap ETF share count unchanged in Q2 2026.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1539 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 6 quarters since.
CoreCap Advisors's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $42.3K in Q1 2025.
7 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.