Janney Montgomery Scott’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Janney Montgomery Scott’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	$317K	Sell	4,926 -14,278	-74%	-$955K	﹤0.01%	2341
2025 Q4	$1.31M	Buy	19,204 +9	+0%	+$616	﹤0.01%	1577
2025 Q3	$1.31M	Buy	19,195 +714	+4%	+$46.2K	﹤0.01%	1539
2025 Q2	$1.16M	Buy	18,481 +3	+0%	+$175	﹤0.01%	1504
2025 Q1	$1.05M	Sell	18,478 -2,878	-13%	-$173K	﹤0.01%	1512
2024 Q4	$1.28M	Buy	21,356 +462	+2%	+$27.2K	﹤0.01%	1405
2024 Q3	$1.19M	Sell	20,894 -1,175	-5%	-$64.4K	﹤0.01%	1403
2024 Q2	$1.2M	Buy	22,069 +344	+2%	+$17.7K	﹤0.01%	1348
2024 Q1	$1.12M	Buy	+21,725	New	+$1.07M	﹤0.01%	1461

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 $509M AUM

IWC

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

Janney Montgomery Scott's USMC Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 74% in Q1 2026, selling an estimated $955K and leaving 4,926 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

Janney Montgomery Scott first reported a position in USMC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.31M in Q4 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

Janney Montgomery Scott held 4,926 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $317K as of Q1 2026.
Janney Montgomery Scott sold 14,278 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $955K.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2341 holding.
Janney Montgomery Scott first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Janney Montgomery Scott's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $1.31M 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 Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.