Greenwood Capital Associates’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Greenwood Capital Associates’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	$3.25M	Buy	43,879 +8,669	+25%	+$618K	0.32%	94
2026 Q1	$2.26M	Buy	35,210 +4,552	+15%	+$304K	0.25%	96
2025 Q4	$2.1M	Buy	30,658 +10,298	+51%	+$704K	0.23%	100
2025 Q3	$1.39M	Buy	20,360 +10,611	+109%	+$686K	0.16%	122
2025 Q2	$610K	Buy	9,749 +1,711	+21%	+$99.6K	0.08%	168
2025 Q1	$456K	Buy	+8,038	New	+$482K	0.06%	192

Other funds holding USMC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Oasis Advisors Forest City, Iowa $154M AUM

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Greenwood Capital Associates's USMC Position: Q2 2026 in Review

Greenwood Capital Associates increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 25% in Q2 2026, buying an estimated $618K and bringing the position to 43,879 shares worth $3.25M. The position accounts for 0.32% of the portfolio, ranked #94.

Greenwood Capital Associates first reported a position in USMC in Q1 2025 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

Greenwood Capital Associates held 43,879 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $3.25M as of Q2 2026.
Greenwood Capital Associates bought 8,669 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $618K.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.32% of Greenwood Capital Associates's portfolio in Q2 2026, its #94 holding.
Greenwood Capital Associates first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2025 and has held it in 6 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 Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.