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 Q2	$1.57M	Buy	21,234 +16,279	+329%	+$1.16M	0.01%	1128
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 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 22.96% 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 $154M AUM

SWM

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

IWC

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

Private Advisor Group's USMC Position: Q2 2026 in Review

Private Advisor Group increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 329% in Q2 2026, buying an estimated $1.16M and bringing the position to 21,234 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #1128.

Private Advisor Group first reported a position in USMC in Q2 2020 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

Private Advisor Group held 21,234 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $1.57M as of Q2 2026.
Private Advisor Group bought 16,279 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $1.16M.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1128 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 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 Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.