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Equitable Holdings’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Equitable Holdings’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 		$305K Sell
4,113
-549
-12% -$39.1K ﹤0.01% 1545
2026
Q1 		$319K Buy
4,662
+186
+4% +$12.4K ﹤0.01% 1435
2025
Q4 		$306K Buy
4,476
+234
+6% +$16K ﹤0.01% 1315
2025
Q3 		$289K Buy
+4,242
New +$274K ﹤0.01% 1280

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

Equitable Holdings's USMC Position: Q2 2026 in Review

Equitable Holdings reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 12% in Q2 2026, selling an estimated $39.1K and leaving 4,113 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Equitable Holdings first reported a position in USMC in Q3 2025 and has held it in 4 quarters since. The position peaked at $319K in Q1 2026. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Equitable Holdings held 4,113 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $305K as of Q2 2026.
  • Equitable Holdings sold 549 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $39.1K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1545 holding.
  • Equitable Holdings first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Equitable Holdings's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $319K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.