Harbour Investments’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Harbour Investments’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	$2K	Hold	27	–	–	﹤0.01%	4020
2026 Q1	$1.74K	Hold	27	–	–	﹤0.01%	3951
2025 Q4	$1.85K	Hold	27	–	–	﹤0.01%	3321
2025 Q3	$1.84K	Hold	27	–	–	﹤0.01%	3296
2025 Q2	$1.69K	Buy	+27	New	+$1.57K	﹤0.01%	3179
2021 Q3	–	Sell	-200	Closed	-$8K	–	3995
2021 Q2	$8K	Hold	200	–	–	﹤0.01%	2869
2021 Q1	$7K	Buy	+200	New	+$7.22K	﹤0.01%	2793

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

Oasis Advisors Forest City, Iowa $154M AUM

SWM

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Harbour Investments's USMC Position: Q2 2026 in Review

Harbour Investments held its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) position steady in Q2 2026 at 27 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #4020.

Harbour Investments first reported a position in USMC in Q1 2021 and has held it in 7 quarters since. The position peaked at $8K in Q2 2021. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

Harbour Investments held 27 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $2K as of Q2 2026.
Harbour Investments left its Principal Exchange-Traded Funds Principal US Mega-Cap ETF share count unchanged in Q2 2026.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #4020 holding.
Harbour Investments first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2021 and has held it in 7 quarters since.
Harbour Investments's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $8K in Q2 2021.
85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.