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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
Q1 		$19.1M Buy
7,114,896
+6,816,579
+2,285% +$456M 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 $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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Oasis Advisors's USMC Position: Q1 2026 in Review

Oasis Advisors increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 2,285% in Q1 2026, buying an estimated $456M and bringing the position to 7,114,896 shares worth $19.1M. The position accounts for 3.75% of the portfolio, ranked #6.

Oasis Advisors first reported a position in USMC in Q4 2025 and has held it in 2 quarters since. The position peaked at $20.4M in Q4 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Oasis Advisors held 7,114,896 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $19.1M as of Q1 2026.
  • Oasis Advisors bought 6,816,579 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $456M.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 3.75% of Oasis Advisors's portfolio in Q1 2026, its #6 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 2 quarters since.
  • Oasis Advisors's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $20.4M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on Oasis Advisors's 13F filing for Q1 2026, filed 5 May 2026.