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

SignatureFD’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
2025
Q4 		– Sell
-98
Closed -$6.68K – 3541
2025
Q3 		$6.68K Buy
+98
New +$6.34K ﹤0.01% 2549

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
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

SignatureFD's USMC Position: Q4 2025 in Review

SignatureFD sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q4 2025, closing a stake of 98 shares — an estimated $6.68K sold.

SignatureFD first reported a position in USMC in Q3 2025 and held it in 1 quarter. The position peaked at $6.68K in Q3 2025. 89 funds tracked by Wall St. Rank hold USMC as of Q4 2025.

  • SignatureFD reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • SignatureFD sold 98 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q4 2025, an estimated $6.68K.
  • SignatureFD first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2025 and held it in 1 quarter.
  • SignatureFD's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $6.68K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q4 2025.

Based on SignatureFD's 13F filing for Q4 2025, filed 20 Jan 2026.