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

CreativeOne Wealth’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 		$2.72M Buy
36,761
+298
+0.8% +$21.2K 0.06% 304
2026
Q1 		$2.35M Sell
36,463
-3,137
-8% -$210K 0.05% 315
2025
Q4 		$2.71M Buy
39,600
+72
+0.2% +$4.92K 0.07% 271
2025
Q3 		$2.69M Sell
39,528
-1,069
-3% -$69.2K 0.07% 273
2025
Q2 		$2.54M Buy
40,597
+4,320
+12% +$251K 0.07% 282
2025
Q1 		$2.06M Buy
36,277
+5,793
+19% +$348K 0.06% 297
2024
Q4 		$1.83M Buy
30,484
+1,803
+6% +$106K 0.06% 307
2024
Q3 		$1.63M Buy
28,681
+3,158
+12% +$173K 0.06% 307
2024
Q2 		$1.39M Buy
25,523
+15,357
+151% +$790K 0.07% 254
2024
Q1 		$522K Buy
+10,166
New +$503K 0.02% 559

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

CreativeOne Wealth's USMC Position: Q2 2026 in Review

CreativeOne Wealth increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 0.82% in Q2 2026, buying an estimated $21.2K and bringing the position to 36,761 shares worth $2.72M. The position accounts for 0.06% of the portfolio, ranked #304.

CreativeOne Wealth first reported a position in USMC in Q1 2024 and has held it in 10 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • CreativeOne Wealth held 36,761 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $2.72M as of Q2 2026.
  • CreativeOne Wealth bought 298 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $21.2K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.06% of CreativeOne Wealth's portfolio in Q2 2026, its #304 holding.
  • CreativeOne Wealth first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.