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

Strategic Wealth Partners’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 		$3.47K Hold
54
– – ﹤0.01% 1096
2025
Q4 		$3.7K Hold
54
– – ﹤0.01% 1114
2025
Q3 		$3.68K Hold
54
– – ﹤0.01% 1088
2025
Q2 		$3.38K Buy
+54
New +$3.14K ﹤0.01% 954

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

Strategic Wealth Partners's USMC Position: Q1 2026 in Review

Strategic Wealth Partners held its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) position steady in Q1 2026 at 54 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Strategic Wealth Partners first reported a position in USMC in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.7K in Q4 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Strategic Wealth Partners held 54 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $3.47K as of Q1 2026.
  • Strategic Wealth Partners left its Principal Exchange-Traded Funds Principal US Mega-Cap ETF share count unchanged in Q1 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1096 holding.
  • Strategic Wealth Partners first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $3.7K 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 Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.