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Legacy CG’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Legacy CG’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 		$4M Sell
62,166
-234,029
-79% -$15.6M 1.11% 37
2025
Q4 		$20.3M Sell
296,195
-12,495
-4% -$855K 5.68% 2
2025
Q3 		$21M Sell
308,690
-58
-0% -$3.75K 5.93% 2
2025
Q2 		$19.3M Buy
308,748
+1,946
+0.6% +$113K 5.76% 2
2025
Q1 		$17.4M Buy
306,802
+5,352
+2% +$321K 5.63% 2
2024
Q4 		$18.1M Buy
301,450
+29,583
+11% +$1.74M 5.55% 1
2024
Q3 		$15.5M Buy
271,867
+15,667
+6% +$859K 5.07% 1
2024
Q2 		$13.9M Sell
256,200
-106,239
-29% -$5.47M 4.73% 4
2024
Q1 		$18.6M Buy
362,439
+32,978
+10% +$1.63M 6.75% 1
2023
Q4 		$15.4M Buy
+329,461
New +$14.6M 5.85% 5

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

Legacy CG's USMC Position: Q1 2026 in Review

Legacy CG reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 79% in Q1 2026, selling an estimated $15.6M and leaving 62,166 shares worth $4M. The position accounts for 1.11% of the portfolio, ranked #37.

Legacy CG first reported a position in USMC in Q4 2023 and has held it in 10 quarters since. The position peaked at $21M in Q3 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Legacy CG held 62,166 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $4M as of Q1 2026.
  • Legacy CG sold 234,029 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $15.6M.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 1.11% of Legacy CG's portfolio in Q1 2026, its #37 holding.
  • Legacy CG first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Legacy CG's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $21M in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on Legacy CG's 13F filing for Q1 2026, filed 5 May 2026.