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Sanctuary Advisors’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Sanctuary Advisors’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
-3,018
Closed -$207K – 2638
2025
Q4 		$207K Sell
3,018
-205
-6% -$14K ﹤0.01% 2267
2025
Q3 		$220K Buy
+3,223
New +$209K ﹤0.01% 2215

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

Sanctuary Advisors's USMC Position: Q1 2026 in Review

Sanctuary Advisors sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q1 2026, closing a stake of 3,018 shares — an estimated $207K sold.

Sanctuary Advisors first reported a position in USMC in Q3 2025 and held it in 2 quarters. The position peaked at $220K in Q3 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Sanctuary Advisors reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Sanctuary Advisors sold 3,018 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $207K.
  • Sanctuary Advisors first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2025 and held it in 2 quarters.
  • Sanctuary Advisors's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $220K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.