Farther Finance Advisors’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Farther Finance Advisors’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 Q3	$772K	Buy	10,066 +9,522	+1,750%	+$719K	0.01%	1296
2026 Q2	$40.3K	Buy	+544	New	+$38.8K	﹤0.01%	3421
2025 Q3	–	Sell	-158	Closed	-$9.87K	–	5084
2025 Q2	$9.87K	Buy	158 +1	+0.6%	+$58	﹤0.01%	3087
2025 Q1	$8.96K	Buy	+157	New	+$9.42K	﹤0.01%	2793

Other funds holding USMC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's USMC Position: Q3 2026 in Review

Farther Finance Advisors increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 1,750% in Q3 2026, buying an estimated $719K and bringing the position to 10,066 shares worth $772K. The position accounts for 0.01% of the portfolio, ranked #1296.

Farther Finance Advisors first reported a position in USMC in Q1 2025 and has held it in 4 quarters since. 4 funds tracked by Wall St. Rank hold USMC as of Q3 2026.

Farther Finance Advisors held 10,066 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $772K as of Q3 2026.
Farther Finance Advisors bought 9,522 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q3 2026, an estimated $719K.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1296 holding.
Farther Finance Advisors first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2025 and has held it in 4 quarters since.
4 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.