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Pinnacle Bancorp’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Pinnacle Bancorp’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 		$15.9K Sell
215
-6
-3% -$428 ﹤0.01% 669
2026
Q1 		$14.2K Buy
221
+15
+7% +$1K ﹤0.01% 654
2025
Q4 		$14.1K Hold
206
– – ﹤0.01% 640
2025
Q3 		$14K Buy
206
+7
+4% +$453 ﹤0.01% 676
2025
Q2 		$12.4K Hold
199
– – ﹤0.01% 683
2025
Q1 		$11.3K Hold
199
– – ﹤0.01% 679
2024
Q4 		$11.9K Buy
199
+31
+18% +$1.83K ﹤0.01% 669
2024
Q3 		$9.57K Hold
168
– – ﹤0.01% 698
2024
Q2 		$9.11K Hold
168
– – ﹤0.01% 679
2024
Q1 		$8.63K Buy
+168
New +$8.31K ﹤0.01% 675
2019
Q4 		– Sell
-146
Closed -$4K – 704
2019
Q3 		$4K Hold
146
– – ﹤0.01% 660
2019
Q2 		$4K Hold
146
– – ﹤0.01% 654
2019
Q1 		$4K Sell
146
-1
-0.7% -$27 ﹤0.01% 651
2018
Q4 		$4K Buy
+147
New +$3.93K ﹤0.01% 671

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

Pinnacle Bancorp's USMC Position: Q2 2026 in Review

Pinnacle Bancorp reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 2.7% in Q2 2026, selling an estimated $428 and leaving 215 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Pinnacle Bancorp first reported a position in USMC in Q4 2018 and has held it in 14 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Pinnacle Bancorp held 215 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $15.9K as of Q2 2026.
  • Pinnacle Bancorp sold 6 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $428.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #669 holding.
  • Pinnacle Bancorp first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2018 and has held it in 14 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 Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.