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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
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

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

Farther Finance Advisors's USMC Position: Q2 2026 in Review

Farther Finance Advisors opened a new position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q2 2026: 544 shares worth $40.3K. The stake represents ﹤0.01% of the portfolio and ranks #3421 among its holdings. This is a return to the name: Farther Finance Advisors previously reported a position in USMC as recently as Q2 2025.

Farther Finance Advisors first reported a position in USMC in Q1 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Farther Finance Advisors held 544 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $40.3K as of Q2 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF was a new Farther Finance Advisors position in Q2 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3421 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 3 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 Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.