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Marshall Investment Management’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Marshall Investment Management’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 		$102K Buy
1,370
+143
+12% +$10.2K 0.04% 98
2026
Q1 		$78.9K Buy
+1,227
New +$82K 0.04% 106
2025
Q2 		– Sell
-67,650
Closed -$3.84M – 211
2025
Q1 		$3.84M Buy
+67,650
New +$4.06M 2.39% 11

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
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
OA
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

Marshall Investment Management's USMC Position: Q2 2026 in Review

Marshall Investment Management increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 12% in Q2 2026, buying an estimated $10.2K and bringing the position to 1,370 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #98.

Marshall Investment Management first reported a position in USMC in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.84M in Q1 2025. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Marshall Investment Management held 1,370 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $102K as of Q2 2026.
  • Marshall Investment Management bought 143 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $10.2K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.04% of Marshall Investment Management's portfolio in Q2 2026, its #98 holding.
  • Marshall Investment Management first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2025 and has held it in 3 quarters since.
  • Marshall Investment Management's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $3.84M in Q1 2025.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.