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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
Q2 		$375K Buy
5,056
+425
+9% +$30.3K 0.01% 748
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 $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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Simplicity Wealth's USMC Position: Q2 2026 in Review

Simplicity Wealth increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 9.2% in Q2 2026, buying an estimated $30.3K and bringing the position to 5,056 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #748.

Simplicity Wealth first reported a position in USMC in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Simplicity Wealth held 5,056 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $375K as of Q2 2026.
  • Simplicity Wealth bought 425 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $30.3K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #748 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 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.