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Orion Portfolio Solutions’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$11.8M Buy
208,248
+62,850
+43% +$3.77M 0.12% 161
2024
Q4 		$8.73M Buy
+145,398
New +$8.57M 0.09% 216

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
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Orion Portfolio Solutions's USMC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 43% in Q1 2025, buying an estimated $3.77M and bringing the position to 208,248 shares worth $11.8M. The position accounts for 0.12% of the portfolio, ranked #161.

Orion Portfolio Solutions first reported a position in USMC in Q4 2024 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold USMC as of Q1 2025.

  • Orion Portfolio Solutions held 208,248 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $11.8M as of Q1 2025.
  • Orion Portfolio Solutions bought 62,850 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2025, an estimated $3.77M.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.12% of Orion Portfolio Solutions's portfolio in Q1 2025, its #161 holding.
  • Orion Portfolio Solutions first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.