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Symphony Financial Services’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Symphony Financial Services’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 		$18.5M Buy
249,857
+7,238
+3% +$516K 8.32% 3
2026
Q1 		$15.6M Buy
242,619
+13,925
+6% +$931K 8.01% 3
2025
Q4 		$15.7M Buy
228,694
+14,174
+7% +$969K 8.03% 3
2025
Q3 		$14.6M Buy
214,520
+2,759
+1% +$178K 7.87% 3
2025
Q2 		$13.2M Buy
211,761
+14,831
+8% +$863K 7.91% 3
2025
Q1 		$11.2M Buy
196,930
+46,807
+31% +$2.81M 7.3% 4
2024
Q4 		$9.01M Buy
150,123
+3,812
+3% +$225K 7.24% 3
2024
Q3 		$8.34M Buy
146,311
+3,527
+2% +$193K 7.09% 3
2024
Q2 		$7.9M Buy
+142,784
New +$7.35M 6.79% 3

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

Symphony Financial Services's USMC Position: Q2 2026 in Review

Symphony Financial Services increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 3% in Q2 2026, buying an estimated $516K and bringing the position to 249,857 shares worth $18.5M. The position accounts for 8.32% of the portfolio, ranked #3.

Symphony Financial Services first reported a position in USMC in Q2 2024 and has held it in 9 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Symphony Financial Services held 249,857 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $18.5M as of Q2 2026.
  • Symphony Financial Services bought 7,238 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $516K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 8.32% of Symphony Financial Services's portfolio in Q2 2026, its #3 holding.
  • Symphony Financial Services first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q2 2024 and has held it in 9 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 Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.