HighTower Advisors
USMC icon

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

HighTower 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
2026
Q1 		$316K Sell
4,919
-355
-7% -$23.7K ﹤0.01% 3131
2025
Q4 		$361K Buy
5,274
+455
+9% +$31.1K ﹤0.01% 2890
2025
Q3 		$329K Buy
+4,819
New +$312K ﹤0.01% 2970

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

HighTower Advisors's USMC Position: Q1 2026 in Review

HighTower Advisors reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 6.7% in Q1 2026, selling an estimated $23.7K and leaving 4,919 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #3131.

HighTower Advisors first reported a position in USMC in Q3 2025 and has held it in 3 quarters since. The position peaked at $361K in Q4 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • HighTower Advisors held 4,919 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $316K as of Q1 2026.
  • HighTower Advisors sold 355 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $23.7K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3131 holding.
  • HighTower Advisors first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • HighTower Advisors's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $361K 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 HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.