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PMG Wealth Management’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

PMG Wealth Management’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 		$2.48M Buy
33,505
+574
+2% +$40.9K 1.53% 19
2026
Q1 		$2.11M Sell
32,931
-507
-2% -$33.9K 1.52% 19
2025
Q4 		$2.29M Buy
33,438
+431
+1% +$29.5K 1.68% 19
2025
Q3 		$2.23M Buy
33,007
+437
+1% +$28.3K 1.7% 19
2025
Q2 		$2.03M Buy
32,570
+319
+1% +$18.6K 1.68% 19
2025
Q1 		$1.83M Sell
32,251
-405
-1% -$24.3K 1.94% 15
2024
Q4 		$1.96M Buy
+32,656
New +$1.93M 1.78% 19

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

PMG Wealth Management's USMC Position: Q2 2026 in Review

PMG Wealth Management increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 1.7% in Q2 2026, buying an estimated $40.9K and bringing the position to 33,505 shares worth $2.48M. The position accounts for 1.53% of the portfolio, ranked #19.

PMG Wealth Management first reported a position in USMC in Q4 2024 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • PMG Wealth Management held 33,505 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $2.48M as of Q2 2026.
  • PMG Wealth Management bought 574 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $40.9K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 1.53% of PMG Wealth Management's portfolio in Q2 2026, its #19 holding.
  • PMG Wealth Management first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2024 and has held it in 7 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 PMG Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.