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Wealth Advisors of Iowa’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Wealth Advisors of Iowa’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 		$3.97M Sell
61,659
-143,403
-70% -$9.59M 1.23% 16
2025
Q4 		$14M Sell
205,062
-2,600
-1% -$178K 4.61% 9
2025
Q3 		$14.2M Buy
207,662
+144,585
+229% +$9.35M 4.82% 9
2025
Q2 		$3.95M Buy
63,077
+29,098
+86% +$1.69M 1.47% 13
2025
Q1 		$1.93M Sell
33,979
-7,522
-18% -$451K 0.83% 21
2024
Q4 		$2.49M Buy
41,501
+19,417
+88% +$1.14M 1.26% 12
2024
Q3 		$1.26M Buy
22,084
+15,977
+262% +$876K 0.64% 20
2024
Q2 		$331K Buy
+6,107
New +$314K 0.18% 29

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

Wealth Advisors of Iowa's USMC Position: Q1 2026 in Review

Wealth Advisors of Iowa reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 70% in Q1 2026, selling an estimated $9.59M and leaving 61,659 shares worth $3.97M. The position accounts for 1.23% of the portfolio, ranked #16.

Wealth Advisors of Iowa first reported a position in USMC in Q2 2024 and has held it in 8 quarters since. The position peaked at $14.2M in Q3 2025. 87 funds tracked by Wall St. Rank hold USMC as of Q1 2026.

  • Wealth Advisors of Iowa held 61,659 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $3.97M as of Q1 2026.
  • Wealth Advisors of Iowa sold 143,403 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2026, an estimated $9.59M.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 1.23% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #16 holding.
  • Wealth Advisors of Iowa first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • Wealth Advisors of Iowa's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $14.2M in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2026, filed 13 May 2026.