Elevation Capital Advisory’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Elevation Capital Advisory’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 Q1	–	Sell	-101,514	Closed	-$6.95M	–	85
2025 Q4	$6.95M	Sell	101,514 -26,608	-21%	-$1.82M	2.84%	11
2025 Q3	$8.73M	Buy	+128,122	New	+$8.29M	3.49%	8
2025 Q1	–	Sell	-76,840	Closed	-$4.61M	–	74
2024 Q4	$4.61M	Buy	+76,840	New	+$4.53M	1.98%	19

Other funds holding USMC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $154M AUM

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Elevation Capital Advisory's USMC Position: Q1 2026 in Review

Elevation Capital Advisory sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q1 2026, closing a stake of 101,514 shares — an estimated $6.95M sold.

Elevation Capital Advisory first reported a position in USMC in Q4 2024 and held it in 3 quarters. The position peaked at $8.73M in Q3 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

Elevation Capital Advisory reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q1 2026 after selling out during the quarter.
Elevation Capital Advisory sold 101,514 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $6.95M.
Elevation Capital Advisory first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2024 and held it in 3 quarters.
Elevation Capital Advisory's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $8.73M in Q3 2025.
87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on Elevation Capital Advisory's 13F filing for Q1 2026, filed 8 May 2026.