Kestra Advisory Services’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Kestra Advisory Services’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	$1.43M	Sell	19,269 -723	-4%	-$51.5K	﹤0.01%	1578
2026 Q1	$1.29M	Sell	19,992 -169	-0.8%	-$11.3K	﹤0.01%	1561
2025 Q4	$1.38M	Buy	20,161 +5,480	+37%	+$375K	0.01%	1448
2025 Q3	$1M	Sell	14,681 -1,060	-7%	-$68.6K	﹤0.01%	1591
2025 Q2	$985K	Sell	15,741 -36,305	-70%	-$2.11M	﹤0.01%	1487
2025 Q1	$2.96M	Sell	52,046 -22,191	-30%	-$1.33M	0.01%	802
2024 Q4	$4.46M	Buy	74,237 +27,789	+60%	+$1.64M	0.02%	618
2024 Q3	$2.65M	Buy	+46,448	New	+$2.55M	0.01%	817
2023 Q2	–	Sell	-7,105	Closed	-$283K	–	2193
2023 Q1	$283K	Buy	+7,105	New	+$269K	﹤0.01%	1603

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

Kestra Advisory Services's USMC Position: Q2 2026 in Review

Kestra Advisory Services reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 3.6% in Q2 2026, selling an estimated $51.5K and leaving 19,269 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Kestra Advisory Services first reported a position in USMC in Q1 2023 and has held it in 9 quarters since. The position peaked at $4.46M in Q4 2024. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

Kestra Advisory Services held 19,269 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $1.43M as of Q2 2026.
Kestra Advisory Services sold 723 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $51.5K.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1578 holding.
Kestra Advisory Services first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2023 and has held it in 9 quarters since.
Kestra Advisory Services's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $4.46M in Q4 2024.
85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.