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 Q2	–	Sell	-62,166	Closed	-$4M	–	50
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 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Legacy CG's USMC Position: Q2 2026 in Review

Legacy CG sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q2 2026, closing a stake of 62,166 shares — an estimated $4M sold.

Legacy CG first reported a position in USMC in Q4 2023 and held it in 10 quarters. The position peaked at $21M in Q3 2025. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

Legacy CG reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q2 2026 after selling out during the quarter.
Legacy CG sold 62,166 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $4M.
Legacy CG first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2023 and held it in 10 quarters.
Legacy CG's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $21M in Q3 2025.
85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Legacy CG's 13F filing for Q2 2026, filed 22 Jul 2026.