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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
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 $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

Marshall Investment Management's USMC Position: Q1 2026 in Review

Marshall Investment Management opened a new position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q1 2026: 1,227 shares worth $78.9K. The stake represents 0.04% of the portfolio and ranks #106 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in USMC as recently as Q1 2025.

Marshall Investment Management first reported a position in USMC in Q1 2025 and has held it in 2 quarters since. The position peaked at $3.84M in Q1 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Marshall Investment Management held 1,227 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $78.9K as of Q1 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF was a new Marshall Investment Management position in Q1 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.04% of Marshall Investment Management's portfolio in Q1 2026, its #106 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 2 quarters since.
  • Marshall Investment Management's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $3.84M in Q1 2025.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.