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SageView Advisory Group’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

SageView Advisory 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
Q1 		– Sell
-62
Closed -$4.21K – 2328
2025
Q4 		$4.21K Buy
+62
New +$4.24K ﹤0.01% 2014

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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

SageView Advisory Group's USMC Position: Q1 2026 in Review

SageView Advisory Group sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q1 2026, closing a stake of 62 shares — an estimated $4.21K sold.

SageView Advisory Group first reported a position in USMC in Q4 2025 and held it in 1 quarter. The position peaked at $4.21K in Q4 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • SageView Advisory Group reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 62 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $4.21K.
  • SageView Advisory Group first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $4.21K 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 SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.