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

Richmond Investment 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 		$1.17M Sell
15,765
-16,112
-51% -$1.15M 0.37% 42
2026
Q1 		$2.05M Sell
31,877
-270
-0.8% -$18.1K 0.33% 51
2025
Q4 		$2.2M Buy
32,147
+1,944
+6% +$133K 0.38% 41
2025
Q3 		$2.06M Buy
30,203
+21
+0.1% +$1.36K 0.38% 43
2025
Q2 		$1.89M Buy
30,182
+15,022
+99% +$874K 0.4% 42
2025
Q1 		$861K Sell
15,160
-283
-2% -$17K 0.47% 40
2024
Q4 		$927K Buy
+15,443
New +$910K 0.52% 38

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Richmond Investment Services's USMC Position: Q2 2026 in Review

Richmond Investment Services reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 51% in Q2 2026, selling an estimated $1.15M and leaving 15,765 shares worth $1.17M. The position accounts for 0.37% of the portfolio, ranked #42.

Richmond Investment Services first reported a position in USMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.2M in Q4 2025. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Richmond Investment Services held 15,765 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $1.17M as of Q2 2026.
  • Richmond Investment Services sold 16,112 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $1.15M.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.37% of Richmond Investment Services's portfolio in Q2 2026, its #42 holding.
  • Richmond Investment 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.
  • Richmond Investment Services's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $2.2M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.