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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
Q2 		$4.49M Buy
60,528
+1,239
+2% +$88.3K 0.02% 640
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 $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
OA
Oasis Advisors Forest City, Iowa $154M AUM
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

&Partners's USMC Position: Q2 2026 in Review

&Partners increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 2.1% in Q2 2026, buying an estimated $88.3K and bringing the position to 60,528 shares worth $4.49M. The position accounts for 0.02% of the portfolio, ranked #640.

&Partners first reported a position in USMC in Q3 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • &Partners held 60,528 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $4.49M as of Q2 2026.
  • &Partners bought 1,239 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $88.3K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #640 holding.
  • &Partners first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.