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 Q2	$315K	Hold	4,249	–	–	0.02%	425
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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Perennial Investment Advisors's USMC Position: Q2 2026 in Review

Perennial Investment Advisors held its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) position steady in Q2 2026 at 4,249 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #425.

Perennial Investment Advisors 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.

Perennial Investment Advisors held 4,249 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $315K as of Q2 2026.
Perennial Investment Advisors left its Principal Exchange-Traded Funds Principal US Mega-Cap ETF share count unchanged in Q2 2026.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #425 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 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 Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.