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Hershey Financial Advisers’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Hershey Financial Advisers’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 		– Sell
-6,955
Closed -$476K – 105
2025
Q4 		$476K Buy
+6,955
New +$476K 0.4% 71

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

Hershey Financial Advisers's USMC Position: Q1 2026 in Review

Hershey Financial Advisers sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q1 2026, closing a stake of 6,955 shares — an estimated $476K sold.

Hershey Financial Advisers first reported a position in USMC in Q4 2025 and held it in 1 quarter. The position peaked at $476K in Q4 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Hershey Financial Advisers reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 6,955 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $476K.
  • Hershey Financial Advisers first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Hershey Financial Advisers's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $476K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.