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Golden State Wealth Management’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Golden State Wealth Management’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 		$15.8M Buy
213,613
+3,910
+2% +$279K 1.44% 11
2026
Q1 		$13.5M Buy
209,703
+1,740
+0.8% +$116K 1.47% 12
2025
Q4 		$14.2M Buy
207,963
+9,587
+5% +$656K 1.5% 12
2025
Q3 		$13.5M Buy
198,376
+2,812
+1% +$182K 1.49% 13
2025
Q2 		$12.2M Buy
195,564
+3,965
+2% +$231K 1.49% 13
2025
Q1 		$10.9M Buy
191,599
+6,810
+4% +$409K 1.62% 10
2024
Q4 		$11.1M Buy
+184,789
New +$10.9M 1.66% 11
2022
Q1 		$6.78M Buy
158,878
+5,039
+3% +$211K 1.33% 15
2021
Q4 		$6.82M Buy
153,839
+13,395
+10% +$572K 1.17% 17
2021
Q3 		$5.66M Buy
140,444
+19,290
+16% +$793K 1.23% 20
2021
Q2 		$4.81M Buy
121,154
+6,411
+6% +$247K 1.06% 20
2021
Q1 		$4.24M Buy
114,743
+22,514
+24% +$813K 1.4% 16
2020
Q4 		$3.29M Buy
92,229
+9,412
+11% +$319K 0.95% 21
2020
Q3 		$2.73M Buy
82,817
+1,716
+2% +$55.3K 0.91% 22
2020
Q2 		$2.44M Buy
81,101
+13,135
+19% +$381K 0.63% 32
2020
Q1 		$1.76M Buy
+67,966
New +$2.03M 0.78% 25

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

Golden State Wealth Management's USMC Position: Q2 2026 in Review

Golden State Wealth Management increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 1.9% in Q2 2026, buying an estimated $279K and bringing the position to 213,613 shares worth $15.8M. The position accounts for 1.44% of the portfolio, ranked #11.

Golden State Wealth Management first reported a position in USMC in Q1 2020 and has held it in 16 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Golden State Wealth Management held 213,613 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $15.8M as of Q2 2026.
  • Golden State Wealth Management bought 3,910 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $279K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 1.44% of Golden State Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Golden State Wealth Management first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2020 and has held it in 16 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 Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.