SAM
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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
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 $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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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