CWM
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Cornerstone Wealth Management’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Cornerstone Wealth 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 		$469K Sell
6,329
-149
-2% -$10.6K 0.02% 509
2026
Q1 		$417K Sell
6,478
-207
-3% -$13.8K 0.02% 494
2025
Q4 		$458K Sell
6,685
-399
-6% -$27.3K 0.02% 445
2025
Q3 		$483K Sell
7,084
-1,520
-18% -$98.3K 0.03% 425
2025
Q2 		$538K Sell
8,604
-853
-9% -$49.6K 0.03% 380
2025
Q1 		$537K Buy
9,457
+4,885
+107% +$293K 0.04% 349
2024
Q4 		$274K Buy
+4,572
New +$270K 0.02% 486
2021
Q3 		– Sell
-49,833
Closed -$1.98M – 488
2021
Q2 		$1.98M Sell
49,833
-773
-2% -$29.8K 0.21% 107
2021
Q1 		$1.87M Sell
50,606
-27,731
-35% -$1M 0.22% 103
2020
Q4 		$2.79M Sell
78,337
-94
-0.1% -$3.19K 0.35% 61
2020
Q3 		$2.59M Sell
78,431
-6,107
-7% -$197K 0.38% 52
2020
Q2 		$2.54M Buy
84,538
+29,770
+54% +$863K 0.41% 46
2020
Q1 		$1.42M Buy
54,768
+2,839
+5% +$85K 0.27% 76
2019
Q4 		$1.63M Buy
51,929
+289
+0.6% +$8.7K 0.26% 76
2019
Q3 		$1.52M Sell
51,640
-1,636
-3% -$47.7K 0.27% 75
2019
Q2 		$1.55M Sell
53,276
-4,283
-7% -$122K 0.28% 74
2019
Q1 		$1.62M Sell
57,559
-3,123
-5% -$84.1K 0.2% 123
2018
Q4 		$1.52M Buy
+60,682
New +$1.62M 0.33% 65

Other funds holding USMC

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 27.49% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

Cornerstone Wealth Management's USMC Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 2.3% in Q2 2026, selling an estimated $10.6K and leaving 6,329 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #509.

Cornerstone Wealth Management first reported a position in USMC in Q4 2018 and has held it in 18 quarters since. The position peaked at $2.79M in Q4 2020. 13 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Cornerstone Wealth Management held 6,329 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $469K as of Q2 2026.
  • Cornerstone Wealth Management sold 149 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $10.6K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #509 holding.
  • Cornerstone Wealth Management first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2018 and has held it in 18 quarters since.
  • Cornerstone Wealth Management's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $2.79M in Q4 2020.
  • 13 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.