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

Stillwater Wealth Management Group’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 		$437K Sell
6,788
-564
-8% -$37.7K 0.27% 58
2025
Q4 		$503K Sell
7,352
-1,395
-16% -$95.4K 0.34% 51
2025
Q3 		$596K Buy
+8,747
New +$566K 0.42% 48
2025
Q1 		$750K Sell
13,217
-5,206
-28% -$312K 0.65% 36
2024
Q4 		$1.11M Buy
+18,423
New +$1.09M 0.99% 37

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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Stillwater Wealth Management Group's USMC Position: Q1 2026 in Review

Stillwater Wealth Management Group reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 7.7% in Q1 2026, selling an estimated $37.7K and leaving 6,788 shares worth $437K. The position accounts for 0.27% of the portfolio, ranked #58.

Stillwater Wealth Management Group first reported a position in USMC in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.11M in Q4 2024. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Stillwater Wealth Management Group held 6,788 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $437K as of Q1 2026.
  • Stillwater Wealth Management Group sold 564 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $37.7K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.27% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #58 holding.
  • Stillwater Wealth Management Group first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • Stillwater Wealth Management Group's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $1.11M in Q4 2024.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.