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

Lloyd 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 		– Sell
-2,034
Closed -$131K – 993
2026
Q1 		$131K Buy
+2,034
New +$136K 0.04% 188

Other funds holding USMC

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PS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
OA
Oasis Advisors Forest City, Iowa $154M AUM
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

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

Lloyd Advisory Services sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q2 2026, closing a stake of 2,034 shares — an estimated $131K sold.

Lloyd Advisory Services first reported a position in USMC in Q1 2026 and held it in 1 quarter. The position peaked at $131K in Q1 2026. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 2,034 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $131K.
  • Lloyd Advisory Services first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $131K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.