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

Principal Securities’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 		$358M Buy
4,823,521
+86,567
+2% +$6.17M 4.31% 2
2026
Q1 		$305M Buy
4,736,954
+266,347
+6% +$17.8M 4.47% 1
2025
Q4 		$306M Buy
4,470,607
+91,106
+2% +$6.23M 4.72% 1
2025
Q3 		$299M Buy
4,379,501
+373,083
+9% +$24.1M 4.92% 1
2025
Q2 		$251M Sell
4,006,418
-361,749
-8% -$21M 4.71% 1
2025
Q1 		$262M Buy
4,368,167
+1,250
+0% +$75K 5.87% 1
2024
Q4 		$262M Sell
4,366,917
-44,351
-1% -$2.61M 5.9% 1
2024
Q3 		$251M Buy
4,411,268
+86,008
+2% +$4.72M 6.08% 1
2024
Q2 		$235M Buy
4,325,260
+544,227
+14% +$28M 6.47% 1
2024
Q1 		$194M Buy
3,781,033
+2,104,211
+125% +$104M 6.05% 1
2023
Q4 		$78.4M Buy
+1,676,822
New +$74.2M 2.92% 2

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
SFS
Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return

Principal Securities's USMC Position: Q2 2026 in Review

Principal Securities increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 1.8% in Q2 2026, buying an estimated $6.17M and bringing the position to 4,823,521 shares worth $358M. The position accounts for 4.31% of the portfolio, ranked #2.

Principal Securities first reported a position in USMC in Q4 2023 and has held it in 11 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Principal Securities held 4,823,521 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $358M as of Q2 2026.
  • Principal Securities bought 86,567 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $6.17M.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 4.31% of Principal Securities's portfolio in Q2 2026, its #2 holding.
  • Principal Securities first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2023 and has held it in 11 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 Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.