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Prospera Financial Services’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Prospera Financial Services’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 		$1.26M Buy
16,938
+10
+0.1% +$713 0.02% 675
2026
Q1 		$1.09M Buy
16,928
+250
+1% +$16.7K 0.02% 676
2025
Q4 		$1.14M Buy
16,678
+3,889
+30% +$266K 0.02% 636
2025
Q3 		$872K Sell
12,789
-711
-5% -$46K 0.01% 729
2025
Q2 		$845K Buy
13,500
+1,535
+13% +$89.3K 0.02% 715
2025
Q1 		$679K Buy
11,965
+4,730
+65% +$284K 0.02% 676
2024
Q4 		$434K Buy
+7,235
New +$427K 0.01% 791

Other funds holding USMC

SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Prospera Financial Services's USMC Position: Q2 2026 in Review

Prospera Financial Services increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 0.06% in Q2 2026, buying an estimated $713 and bringing the position to 16,938 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #675.

Prospera Financial Services first reported a position in USMC in Q4 2024 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Prospera Financial Services held 16,938 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $1.26M as of Q2 2026.
  • Prospera Financial Services bought 10 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $713.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #675 holding.
  • Prospera Financial Services 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.
  • 7 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.