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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
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
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

Harbour Investments's USMC Position: Q1 2026 in Review

Harbour Investments held its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) position steady in Q1 2026 at 27 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #3951.

Harbour Investments first reported a position in USMC in Q1 2021 and has held it in 6 quarters since. The position peaked at $8K in Q2 2021. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Harbour Investments held 27 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $1.74K as of Q1 2026.
  • Harbour Investments left its Principal Exchange-Traded Funds Principal US Mega-Cap ETF share count unchanged in Q1 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3951 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 6 quarters since.
  • Harbour Investments's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $8K in Q2 2021.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.