GWP
USMC icon

Gen-Wealth Partners’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Gen-Wealth Partners’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
2025
Q2 		– Sell
-9
Closed -$511 – 664
2025
Q1 		$511 Buy
+9
New +$540 ﹤0.01% 583

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
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Gen-Wealth Partners's USMC Position: Q2 2025 in Review

Gen-Wealth Partners sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q2 2025, closing a stake of 9 shares — an estimated $511 sold.

Gen-Wealth Partners first reported a position in USMC in Q1 2025 and held it in 1 quarter. The position peaked at $511 in Q1 2025. 76 funds tracked by Wall St. Rank hold USMC as of Q2 2025.

  • Gen-Wealth Partners reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 9 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2025, an estimated $511.
  • Gen-Wealth Partners first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2025 and held it in 1 quarter.
  • Gen-Wealth Partners's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $511 in Q1 2025.
  • 76 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2025.

Based on Gen-Wealth Partners's 13F filing for Q2 2025, filed 14 Aug 2025.