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Cornerstone Planning Group’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Cornerstone Planning Group’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 		$313K Sell
4,203
-48
-1% -$3.42K 0.04% 131
2026
Q1 		$302K Sell
4,251
-3,764
-47% -$252K 0.04% 130
2025
Q4 		$544K Buy
+8,015
New +$548K 0.08% 81

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
OA
Oasis Advisors Forest City, Iowa $154M AUM
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
SFS
Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
WAOI
Wealth Advisors of Iowa West Des Moines, Iowa $369M AUM 18.31% 1-Year Est. Return

Cornerstone Planning Group's USMC Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 1.1% in Q2 2026, selling an estimated $3.42K and leaving 4,203 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #131.

Cornerstone Planning Group first reported a position in USMC in Q4 2025 and has held it in 3 quarters since. The position peaked at $544K in Q4 2025. 38 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Cornerstone Planning Group held 4,203 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $313K as of Q2 2026.
  • Cornerstone Planning Group sold 48 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $3.42K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.04% of Cornerstone Planning Group's portfolio in Q2 2026, its #131 holding.
  • Cornerstone Planning Group first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Planning Group's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $544K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.