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

Parallel 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 		– Sell
-412
Closed -$26.5K – 4082
2026
Q1 		$26.5K Buy
+412
New +$27.5K ﹤0.01% 2347

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

Parallel Advisors's USMC Position: Q2 2026 in Review

Parallel Advisors sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q2 2026, closing a stake of 412 shares — an estimated $26.5K sold.

Parallel Advisors first reported a position in USMC in Q1 2026 and held it in 1 quarter. The position peaked at $26.5K in Q1 2026. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Parallel Advisors reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Parallel Advisors sold 412 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $26.5K.
  • Parallel Advisors first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Parallel Advisors's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $26.5K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.