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

Simplicity Wealth’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 		$298K Buy
4,631
+30
+0.7% +$2.01K 0.02% 595
2025
Q4 		$315K Buy
+4,601
New +$315K 0.02% 540

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

Simplicity Wealth's USMC Position: Q1 2026 in Review

Simplicity Wealth increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 0.65% in Q1 2026, buying an estimated $2.01K and bringing the position to 4,631 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #595.

Simplicity Wealth first reported a position in USMC in Q4 2025 and has held it in 2 quarters since. The position peaked at $315K in Q4 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Simplicity Wealth held 4,631 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $298K as of Q1 2026.
  • Simplicity Wealth bought 30 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $2.01K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #595 holding.
  • Simplicity Wealth first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Simplicity Wealth's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $315K 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 Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.