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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
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Greenwood Capital Associates's USMC Position: Q1 2026 in Review

Greenwood Capital Associates increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 15% in Q1 2026, buying an estimated $304K and bringing the position to 35,210 shares worth $2.26M. The position accounts for 0.25% of the portfolio, ranked #96.

Greenwood Capital Associates first reported a position in USMC in Q1 2025 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Greenwood Capital Associates held 35,210 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $2.26M as of Q1 2026.
  • Greenwood Capital Associates bought 4,552 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $304K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.25% of Greenwood Capital Associates's portfolio in Q1 2026, its #96 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 5 quarters since.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on Greenwood Capital Associates's 13F filing for Q1 2026, filed 29 Apr 2026.