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
Q3 		$1.94M Buy
25,046
+1,201
+5% +$90.7K ﹤0.01% 1692
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
Symphony Financial Services
Symphony Financial Services Akron, Ohio $234M AUM 13.38% 1-Year Est. Return
Golden State Wealth Management
Golden State Wealth Management Santa Ana, California $1.1B AUM 19.2% 1-Year Est. Return
McDonald Partners
McDonald Partners Cleveland, Ohio $423M AUM 27.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Greenwood Capital Associates
Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return

Wealth Enhancement Advisory Services's USMC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 5% in Q3 2026, buying an estimated $90.7K and bringing the position to 25,046 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

Wealth Enhancement Advisory Services first reported a position in USMC in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.08M in Q4 2025. 47 funds tracked by Wall St. Rank hold USMC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 25,046 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $1.94M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,201 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q3 2026, an estimated $90.7K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1692 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 13 quarters since.
  • Wealth Enhancement Advisory Services's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $2.08M in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.