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 Q2	$367K	Buy	4,948 +22	+0.4%	+$1.57K	﹤0.01%	2603
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 $204B AUM 27.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $154M AUM

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Janney Montgomery Scott's USMC Position: Q2 2026 in Review

Janney Montgomery Scott increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 0.45% in Q2 2026, buying an estimated $1.57K and bringing the position to 4,948 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #2603.

Janney Montgomery Scott first reported a position in USMC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.31M in Q4 2025. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

Janney Montgomery Scott held 4,948 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $367K as of Q2 2026.
Janney Montgomery Scott bought 22 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $1.57K.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2603 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 10 quarters since.
Janney Montgomery Scott's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $1.31M in Q4 2025.
85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.