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

Jackson Wealth Management’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	$2.74M	Sell	42,599 -1,819	-4%	-$122K	0.28%	63
2025 Q4	$3.04M	Buy	44,418 +973	+2%	+$66.5K	0.3%	64
2025 Q3	$2.96M	Buy	43,445 +1,188	+3%	+$76.9K	0.3%	63
2025 Q2	$2.64M	Sell	42,257 -57,277	-58%	-$3.33M	0.29%	63
2025 Q1	$5.65M	Sell	99,534 -23	-0%	-$1.38K	0.69%	39
2024 Q4	$5.98M	Buy	99,557 +20,836	+26%	+$1.23M	0.68%	41
2024 Q3	$4.49M	Buy	78,721 +30,714	+64%	+$1.68M	0.54%	49
2024 Q2	$2.6M	Sell	48,007 -31,930	-40%	-$1.64M	0.56%	46
2024 Q1	$4.11M	Sell	79,937 -442	-0.5%	-$21.9K	0.51%	49
2023 Q4	$3.76M	Sell	80,379 -1,926	-2%	-$85.3K	0.49%	45
2023 Q3	$3.53M	Buy	82,305 +34,648	+73%	+$1.53M	0.5%	44
2023 Q2	$2.08M	Sell	47,657 -2,805	-6%	-$115K	0.31%	60
2023 Q1	$2.01M	Buy	+50,462	New	+$1.91M	1.51%	23

Other funds holding USMC

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $154M AUM

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Jackson Wealth Management's USMC Position: Q1 2026 in Review

Jackson Wealth Management reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 4.1% in Q1 2026, selling an estimated $122K and leaving 42,599 shares worth $2.74M. The position accounts for 0.28% of the portfolio, ranked #63.

Jackson Wealth Management first reported a position in USMC in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.98M in Q4 2024. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

Jackson Wealth Management held 42,599 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $2.74M as of Q1 2026.
Jackson Wealth Management sold 1,819 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $122K.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.28% of Jackson Wealth Management's portfolio in Q1 2026, its #63 holding.
Jackson Wealth Management first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Jackson Wealth Management's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $5.98M in Q4 2024.
87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.