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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
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Kestra Advisory Services's USMC Position: Q1 2026 in Review

Kestra Advisory Services reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 0.84% in Q1 2026, selling an estimated $11.3K and leaving 19,992 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Kestra Advisory Services first reported a position in USMC in Q1 2023 and has held it in 8 quarters since. The position peaked at $4.46M in Q4 2024. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Kestra Advisory Services held 19,992 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $1.29M as of Q1 2026.
  • Kestra Advisory Services sold 169 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $11.3K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1561 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 8 quarters since.
  • Kestra Advisory Services's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $4.46M 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 Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.