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Smartleaf Asset Management’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Smartleaf Asset Management’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 		$3.44M Hold
46,610
– – 0.11% 157
2026
Q1 		$2.91M Sell
46,610
-5,421
-10% -$362K 0.11% 173
2025
Q4 		$3.58M Sell
52,031
-764
-1% -$52.3K 0.14% 136
2025
Q3 		$3.58M Buy
52,795
+18,644
+55% +$1.21M 0.22% 94
2025
Q2 		$2.12M Sell
34,151
-10,325
-23% -$601K 0.19% 109
2025
Q1 		$2.52M Buy
44,476
+11,383
+34% +$683K 0.24% 86
2024
Q4 		$1.99M Buy
33,093
+21,940
+197% +$1.29M 0.2% 107
2024
Q3 		$632K Buy
11,153
+3,473
+45% +$190K 0.08% 261
2024
Q2 		$417K Buy
7,680
+477
+7% +$24.6K 0.07% 269
2024
Q1 		$370K Buy
7,203
+5,804
+415% +$287K 0.07% 255
2023
Q4 		$65.7K Buy
+1,399
New +$61.9K 0.02% 493

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

Smartleaf Asset Management's USMC Position: Q2 2026 in Review

Smartleaf Asset Management held its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) position steady in Q2 2026 at 46,610 shares worth $3.44M. The position accounts for 0.11% of the portfolio, ranked #157.

Smartleaf Asset Management first reported a position in USMC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.58M in Q4 2025. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Smartleaf Asset Management held 46,610 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $3.44M as of Q2 2026.
  • Smartleaf Asset Management left its Principal Exchange-Traded Funds Principal US Mega-Cap ETF share count unchanged in Q2 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.11% of Smartleaf Asset Management's portfolio in Q2 2026, its #157 holding.
  • Smartleaf Asset Management first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $3.58M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.