Wealth Enhancement Advisory Services
USMC icon

Wealth Enhancement Advisory Services’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Wealth Enhancement Advisory 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 		$1.78M Buy
23,845
+2
+0% +$143 ﹤0.01% 1656
2026
Q1 		$1.54M Sell
23,843
-6,513
-21% -$435K ﹤0.01% 1534
2025
Q4 		$2.08M Buy
30,356
+3,783
+14% +$259K ﹤0.01% 1491
2025
Q3 		$1.81M Buy
26,573
+2,768
+12% +$179K ﹤0.01% 1500
2025
Q2 		$1.5M Buy
23,805
+138
+0.6% +$8.03K ﹤0.01% 1510
2025
Q1 		$1.34M Buy
23,667
+882
+4% +$52.9K ﹤0.01% 1452
2024
Q4 		$1.37M Buy
22,785
+725
+3% +$42.7K ﹤0.01% 1378
2024
Q3 		$1.26M Sell
22,060
-255
-1% -$14K ﹤0.01% 1277
2024
Q2 		$1.21M Hold
22,315
– – ﹤0.01% 1190
2024
Q1 		$1.15M Hold
22,315
– – ﹤0.01% 1178
2023
Q4 		$1.04M Sell
22,315
-107
-0.5% -$4.74K ﹤0.01% 1157
2023
Q3 		$961K Buy
+22,422
New +$989K ﹤0.01% 1113

Other funds holding USMC

SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services's USMC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 0.01% in Q2 2026, buying an estimated $143 and bringing the position to 23,845 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Wealth Enhancement Advisory Services first reported a position in USMC in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.08M in Q4 2025. 7 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 23,845 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $1.78M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $143.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1656 holding.
  • Wealth Enhancement Advisory Services first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $2.08M in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.