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Private Advisor Group’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Private Advisor Group’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 		$319K Buy
4,955
+65
+1% +$4.35K ﹤0.01% 2147
2025
Q4 		$335K Sell
4,890
-102
-2% -$6.98K ﹤0.01% 2079
2025
Q3 		$340K Sell
4,992
-426
-8% -$27.6K ﹤0.01% 1998
2025
Q2 		$339K Buy
5,418
+911
+20% +$53K ﹤0.01% 1911
2025
Q1 		$256K Buy
+4,507
New +$270K ﹤0.01% 1954
2020
Q3 		– Sell
-726
Closed -$22K – 3336
2020
Q2 		$22K Buy
+726
New +$21K ﹤0.01% 2531

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 $374B AUM 17.66% 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 $509M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Private Advisor Group's USMC Position: Q1 2026 in Review

Private Advisor Group increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 1.3% in Q1 2026, buying an estimated $4.35K and bringing the position to 4,955 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

Private Advisor Group first reported a position in USMC in Q2 2020 and has held it in 6 quarters since. The position peaked at $340K in Q3 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Private Advisor Group held 4,955 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $319K as of Q1 2026.
  • Private Advisor Group bought 65 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $4.35K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2147 holding.
  • Private Advisor Group first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q2 2020 and has held it in 6 quarters since.
  • Private Advisor Group's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $340K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.