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Integrated Wealth Concepts’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Integrated Wealth Concepts’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 		$18.7M Sell
252,839
-5,551
-2% -$396K 0.12% 167
2026
Q1 		$16.6M Buy
258,390
+16,738
+7% +$1.12M 0.13% 148
2025
Q4 		$16.5M Buy
241,652
+86,056
+55% +$5.89M 0.2% 105
2025
Q3 		$10.6M Buy
155,596
+99,385
+177% +$6.43M 0.09% 202
2025
Q2 		$3.52M Buy
+56,211
New +$3.27M 0.04% 437

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 22.9% 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
OA
Oasis Advisors Forest City, Iowa $154M AUM
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
SFS
Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return

Integrated Wealth Concepts's USMC Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 2.1% in Q2 2026, selling an estimated $396K and leaving 252,839 shares worth $18.7M. The position accounts for 0.12% of the portfolio, ranked #167.

Integrated Wealth Concepts first reported a position in USMC in Q2 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Integrated Wealth Concepts held 252,839 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $18.7M as of Q2 2026.
  • Integrated Wealth Concepts sold 5,551 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $396K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.12% of Integrated Wealth Concepts's portfolio in Q2 2026, its #167 holding.
  • Integrated Wealth Concepts first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.