Silver Oak Securities’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Silver Oak Securities’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	-26,687	Closed	-$1.84M	–	859
2025 Q4	$1.84M	Sell	26,687 -4,974	-16%	-$340K	0.12%	164
2025 Q3	$2.16M	Buy	+31,661	New	+$2.05M	0.16%	135
2024 Q4	–	Sell	-13,810	Closed	-$783K	–	658
2024 Q3	$783K	Buy	+13,810	New	+$757K	0.08%	251

Other funds holding USMC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $154M AUM

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Silver Oak Securities's USMC Position: Q1 2026 in Review

Silver Oak Securities sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q1 2026, closing a stake of 26,687 shares — an estimated $1.84M sold.

Silver Oak Securities first reported a position in USMC in Q3 2024 and held it in 3 quarters. The position peaked at $2.16M in Q3 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

Silver Oak Securities reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q1 2026 after selling out during the quarter.
Silver Oak Securities sold 26,687 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $1.84M.
Silver Oak Securities first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2024 and held it in 3 quarters.
Silver Oak Securities's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $2.16M 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 Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.