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

Perennial Investment 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 		$273K Hold
4,249
– – 0.02% 416
2025
Q4 		$291K Hold
4,249
– – 0.02% 383
2025
Q3 		$290K Buy
+4,249
New +$275K 0.02% 374

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 $424B AUM 22.94% 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 $154M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Perennial Investment Advisors's USMC Position: Q1 2026 in Review

Perennial Investment Advisors held its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) position steady in Q1 2026 at 4,249 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #416.

Perennial Investment Advisors first reported a position in USMC in Q3 2025 and has held it in 3 quarters since. The position peaked at $291K in Q4 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Perennial Investment Advisors held 4,249 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $273K as of Q1 2026.
  • Perennial Investment Advisors left its Principal Exchange-Traded Funds Principal US Mega-Cap ETF share count unchanged in Q1 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #416 holding.
  • Perennial Investment Advisors 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.
  • Perennial Investment Advisors's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $291K 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 Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.