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&Partners’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

&Partners’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 		$3.81M Buy
59,289
+2,012
+4% +$135K 0.02% 621
2025
Q4 		$3.92M Buy
57,277
+1,653
+3% +$113K 0.02% 583
2025
Q3 		$3.79M Buy
+55,624
New +$3.6M 0.02% 505

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
OA
Oasis Advisors Forest City, Iowa $509M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

&Partners's USMC Position: Q1 2026 in Review

&Partners increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 3.5% in Q1 2026, buying an estimated $135K and bringing the position to 59,289 shares worth $3.81M. The position accounts for 0.02% of the portfolio, ranked #621.

&Partners first reported a position in USMC in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.92M in Q4 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • &Partners held 59,289 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $3.81M as of Q1 2026.
  • &Partners bought 2,012 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $135K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #621 holding.
  • &Partners first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • &Partners's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $3.92M 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 &Partners's 13F filing for Q1 2026, filed 15 May 2026.