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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
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

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PS
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Envestnet Asset Management
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LPL Financial
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Wells Fargo
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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