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Grey Fox Wealth Advisors’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Grey Fox Wealth 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
2025
Q4 		– Sell
-1,100
Closed -$75K – 574
2025
Q3 		$75K Buy
+1,100
New +$71.2K 0.02% 217

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
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Grey Fox Wealth Advisors's USMC Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q4 2025, closing a stake of 1,100 shares — an estimated $75K sold.

Grey Fox Wealth Advisors first reported a position in USMC in Q3 2025 and held it in 1 quarter. The position peaked at $75K in Q3 2025. 89 funds tracked by Wall St. Rank hold USMC as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 1,100 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q4 2025, an estimated $75K.
  • Grey Fox Wealth Advisors first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $75K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.