IAA
USMC icon

Independent Advisor Alliance’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Independent Advisor Alliance’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 		– Sell
-3,319
Closed -$213K – 1597
2026
Q1 		$213K Buy
+3,319
New +$222K ﹤0.01% 1471
2025
Q1 		– Sell
-3,835
Closed -$230K – 1331
2024
Q4 		$230K Buy
+3,835
New +$226K ﹤0.01% 1243

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Independent Advisor Alliance's USMC Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q2 2026, closing a stake of 3,319 shares — an estimated $213K sold.

Independent Advisor Alliance first reported a position in USMC in Q4 2024 and held it in 2 quarters. The position peaked at $230K in Q4 2024. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,319 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $213K.
  • Independent Advisor Alliance first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $230K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.