Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Envestnet Portfolio Solutions’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
-4,920
Closed -$337K – 1509
2025
Q4 		$337K Buy
4,920
+306
+7% +$20.9K ﹤0.01% 1225
2025
Q3 		$315K Sell
4,614
-216
-4% -$14K ﹤0.01% 1223
2025
Q2 		$302K Buy
+4,830
New +$281K ﹤0.01% 1328

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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Envestnet Portfolio Solutions's USMC Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q1 2026, closing a stake of 4,920 shares — an estimated $337K sold.

Envestnet Portfolio Solutions first reported a position in USMC in Q2 2025 and held it in 3 quarters. The position peaked at $337K in Q4 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,920 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $337K.
  • Envestnet Portfolio Solutions first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q2 2025 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $337K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.