OA
USMC icon

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

Oasis 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 		$20.1M Sell
270,674
-25,570
-9% -$1.82M 13.02% 1
2026
Q1 		$19.1M Sell
296,244
-2,073
-0.7% -$139K 3.75% 6
2025
Q4 		$20.4M Buy
+298,317
New +$20.4M 10.82% 1

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
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
SFS
Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return

Oasis Advisors's USMC Position: Q2 2026 in Review

Oasis Advisors reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 8.6% in Q2 2026, selling an estimated $1.82M and leaving 270,674 shares worth $20.1M. The position accounts for 13.02% of the portfolio, ranked #1.

Oasis Advisors first reported a position in USMC in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.4M in Q4 2025. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Oasis Advisors held 270,674 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $20.1M as of Q2 2026.
  • Oasis Advisors sold 25,570 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $1.82M.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 13.02% of Oasis Advisors's portfolio in Q2 2026, its #1 holding.
  • Oasis Advisors first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Oasis Advisors's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $20.4M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Oasis Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.