NA
USMC icon

NewEdge Advisors’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

NewEdge Advisors’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 		$14.8M Sell
199,956
-100,871
-34% -$7.19M 0.04% 384
2026
Q1 		$19.3M Sell
300,827
-12,713
-4% -$850K 0.07% 270
2025
Q4 		$21.5M Sell
313,540
-145,733
-32% -$9.97M 0.08% 230
2025
Q3 		$31.3M Buy
459,273
+143,807
+46% +$9.3M 0.14% 144
2025
Q2 		$19.7M Buy
315,466
+44,148
+16% +$2.57M 0.1% 206
2025
Q1 		$15.4M Buy
271,318
+91,444
+51% +$5.49M 0.09% 223
2024
Q4 		$10.8M Sell
179,874
-52,243
-23% -$3.08M 0.06% 294
2024
Q3 		$13.2M Sell
232,117
-43,963
-16% -$2.41M 0.09% 233
2024
Q2 		$15M Buy
276,080
+2,204
+0.8% +$113K 0.11% 187
2024
Q1 		$14.1M Buy
273,876
+1,300
+0.5% +$64.3K 0.12% 175
2023
Q4 		$13M Sell
272,576
-1,958
-0.7% -$86.7K 0.12% 174
2023
Q3 		$11.8M Buy
274,534
+3,376
+1% +$149K 0.13% 163
2023
Q2 		$11.8M Sell
271,158
-30,509
-10% -$1.25M 0.13% 158
2023
Q1 		$12M Sell
301,667
-6,951
-2% -$263K 0.15% 146
2022
Q4 		$5.5M Buy
308,618
+24,816
+9% +$898K 0.15% 144
2022
Q3 		$9.58M Buy
283,802
+32,484
+13% +$1.23M 0.16% 151
2022
Q2 		$9.2M Buy
251,318
+124,722
+99% +$4.91M 0.15% 148
2022
Q1 		$5.4M Buy
126,596
+13,835
+12% +$580K 0.09% 228
2021
Q4 		$5M Sell
112,761
-11,699
-9% -$500K 0.08% 241
2021
Q3 		$5.02M Buy
124,460
+6,328
+5% +$260K 0.12% 169
2021
Q2 		$4.69M Sell
118,132
-9,760
-8% -$376K 0.12% 173
2021
Q1 		$4.72M Sell
127,892
-7,204
-5% -$260K 0.14% 154
2020
Q4 		$4.82M Sell
135,096
-12,628
-9% -$429K 0.16% 140
2020
Q3 		$4.88M Buy
147,724
+51,590
+54% +$1.66M 0.17% 126
2020
Q2 		$2.89M Sell
96,134
-1,790
-2% -$51.9K 0.11% 181
2020
Q1 		$2.54M Buy
+97,924
New +$2.93M 0.12% 161

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
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

NewEdge Advisors's USMC Position: Q2 2026 in Review

NewEdge Advisors reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 34% in Q2 2026, selling an estimated $7.19M and leaving 199,956 shares worth $14.8M. The position accounts for 0.04% of the portfolio, ranked #384.

NewEdge Advisors first reported a position in USMC in Q1 2020 and has held it in 26 quarters since. The position peaked at $31.3M in Q3 2025. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • NewEdge Advisors held 199,956 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $14.8M as of Q2 2026.
  • NewEdge Advisors sold 100,871 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $7.19M.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #384 holding.
  • NewEdge Advisors first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • NewEdge Advisors's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $31.3M 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.