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Henderson Brothers Financial Partners’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Henderson Brothers Financial Partners’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
Q1 		$5.31M Buy
+77,575
New +$4.65M 2.66% 11

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Henderson Brothers Financial Partners's USMC Position: Q1 2025 in Review

Henderson Brothers Financial Partners opened a new position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q1 2025: 77,575 shares worth $5.31M. The stake represents 2.66% of the portfolio and ranks #11 among its holdings.

70 funds tracked by Wall St. Rank hold USMC as of Q1 2025.

  • Henderson Brothers Financial Partners held 77,575 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $5.31M as of Q1 2025.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF was a new Henderson Brothers Financial Partners position in Q1 2025.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 2.66% of Henderson Brothers Financial Partners's portfolio in Q1 2025, its #11 holding.
  • 70 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2025.

Based on Henderson Brothers Financial Partners's 13F filing for Q1 2025, filed 10 Feb 2026.