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U.S. Capital Wealth Advisors’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

U.S. Capital Wealth Advisors’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 		$515K Hold
8,002
– – 0.01% 669
2025
Q4 		$548K Hold
8,002
– – 0.01% 634
2025
Q3 		$546K Sell
8,002
-1,536
-16% -$99.4K 0.01% 613
2025
Q2 		$597K Sell
9,538
-706
-7% -$41.1K 0.02% 552
2025
Q1 		$582K Buy
10,244
+370
+4% +$22.2K 0.02% 555
2024
Q4 		$593K Buy
+9,874
New +$582K 0.02% 528

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 $154M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

U.S. Capital Wealth Advisors's USMC Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) position steady in Q1 2026 at 8,002 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #669.

U.S. Capital Wealth Advisors first reported a position in USMC in Q4 2024 and has held it in 6 quarters since. The position peaked at $597K in Q2 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • U.S. Capital Wealth Advisors held 8,002 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $515K as of Q1 2026.
  • U.S. Capital Wealth Advisors 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 U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #669 holding.
  • U.S. Capital Wealth Advisors first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • U.S. Capital Wealth Advisors's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $597K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.