Raymond James Financial
USMC icon

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

Raymond James Financial’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 		$47.1M Buy
635,412
+280
+0% +$20K 0.01% 970
2026
Q1 		$40.8M Sell
635,132
-109,651
-15% -$7.33M 0.01% 984
2025
Q4 		$51M Sell
744,783
-17,078
-2% -$1.17M 0.02% 813
2025
Q3 		$51.9M Sell
761,861
-28,004
-4% -$1.81M 0.02% 782
2025
Q2 		$49.4M Sell
789,865
-2,226
-0.3% -$130K 0.02% 763
2025
Q1 		$45M Buy
792,091
+112,064
+16% +$6.72M 0.02% 775
2024
Q4 		$40.8M Buy
+680,027
New +$40.1M 0.02% 843

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
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

Raymond James Financial's USMC Position: Q2 2026 in Review

Raymond James Financial increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 0.04% in Q2 2026, buying an estimated $20K and bringing the position to 635,412 shares worth $47.1M. The position accounts for 0.01% of the portfolio, ranked #970.

Raymond James Financial first reported a position in USMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $51.9M in Q3 2025. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Raymond James Financial held 635,412 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $47.1M as of Q2 2026.
  • Raymond James Financial bought 280 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $20K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #970 holding.
  • Raymond James Financial 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.
  • Raymond James Financial's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $51.9M in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.