Jones Financial Companies
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Jones Financial Companies’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Jones Financial Companies’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 		– Sell
-40
Closed -$2.74K – 4928
2025
Q4 		$2.74K Buy
+40
New +$2.74K ﹤0.01% 3723

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NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
IWC
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Jones Financial Companies's USMC Position: Q1 2026 in Review

Jones Financial Companies sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q1 2026, closing a stake of 40 shares — an estimated $2.74K sold.

Jones Financial Companies first reported a position in USMC in Q4 2025 and held it in 1 quarter. The position peaked at $2.74K in Q4 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Jones Financial Companies reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 40 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $2.74K.
  • Jones Financial Companies first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Jones Financial Companies's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $2.74K 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 Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.