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 Q3	$354K	Sell	4,608 -266,066	-98%	-$20.1M	0.15%	60
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Oasis Advisors's USMC Position: Q3 2026 in Review

Oasis Advisors reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 98% in Q3 2026, selling an estimated $20.1M and leaving 4,608 shares worth $354K. The position accounts for 0.15% of the portfolio, ranked #60.

Oasis Advisors first reported a position in USMC in Q4 2025 and has held it in 4 quarters since. The position peaked at $20.4M in Q4 2025. 13 funds tracked by Wall St. Rank hold USMC as of Q3 2026.

Oasis Advisors held 4,608 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $354K as of Q3 2026.
Oasis Advisors sold 266,066 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q3 2026, an estimated $20.1M.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.15% of Oasis Advisors's portfolio in Q3 2026, its #60 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 4 quarters since.
Oasis Advisors's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $20.4M in Q4 2025.
13 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.