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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
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 $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

Richmond Investment Services's USMC Position: Q1 2026 in Review

Richmond Investment Services reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 0.84% in Q1 2026, selling an estimated $18.1K and leaving 31,877 shares worth $2.05M. The position accounts for 0.33% of the portfolio, ranked #51.

Richmond Investment Services first reported a position in USMC in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.2M in Q4 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Richmond Investment Services held 31,877 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $2.05M as of Q1 2026.
  • Richmond Investment Services sold 270 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $18.1K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.33% of Richmond Investment Services's portfolio in Q1 2026, its #51 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 6 quarters since.
  • Richmond Investment Services's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $2.2M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.