Wells Fargo’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Wells Fargo’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	$76.2M	Buy	1,028,455 +41,928	+4%	+$2.99M	0.01%	800
2026 Q1	$63.4M	Buy	986,527 +346,390	+54%	+$23.2M	0.01%	841
2025 Q4	$43.8M	Buy	640,137 +43,635	+7%	+$2.98M	0.01%	1012
2025 Q3	$40.7M	Sell	596,502 -5,591	-0.9%	-$362K	0.01%	1038
2025 Q2	$37.7M	Buy	602,093 +23,020	+4%	+$1.34M	0.01%	1010
2025 Q1	$32.9M	Buy	579,073 +290,736	+101%	+$17.4M	0.01%	1015
2024 Q4	$17.3M	Buy	288,337 +91,501	+46%	+$5.39M	﹤0.01%	1447
2024 Q3	$11.2M	Sell	196,836 -22,282	-10%	-$1.22M	﹤0.01%	1735
2024 Q2	$11.9M	Buy	219,118 +3,491	+2%	+$180K	﹤0.01%	1592
2024 Q1	$11.1M	Sell	215,627 -3,469	-2%	-$172K	﹤0.01%	1657
2023 Q4	$10.2M	Buy	219,096 +109,730	+100%	+$4.86M	﹤0.01%	1687
2023 Q3	$4.69M	Buy	109,366 +2,977	+3%	+$131K	﹤0.01%	2156
2023 Q2	$4.64M	Buy	106,389 +6,624	+7%	+$272K	﹤0.01%	2200
2023 Q1	$3.97M	Sell	99,765 -3,705	-4%	-$140K	﹤0.01%	2307
2022 Q4	$3.73M	Buy	103,470 +825	+0.8%	+$29.8K	﹤0.01%	2291
2022 Q3	$3.47M	Sell	102,645 -182	-0.2%	-$6.9K	﹤0.01%	2269
2022 Q2	$3.76M	Sell	102,827 -6,833	-6%	-$269K	﹤0.01%	2308
2022 Q1	$4.68M	Sell	109,660 -1,546	-1%	-$64.8K	﹤0.01%	2508
2021 Q4	$4.93M	Sell	111,206 -96,775	-47%	-$4.13M	﹤0.01%	2589
2021 Q3	$8.39M	Sell	207,981 -3,779	-2%	-$155K	﹤0.01%	2373
2021 Q2	$8.41M	Sell	211,760 -12,184	-5%	-$470K	﹤0.01%	2366
2021 Q1	$8.27M	Sell	223,944 -3,722	-2%	-$134K	﹤0.01%	2355
2020 Q4	$8.12M	Sell	227,666 -27,021	-11%	-$917K	﹤0.01%	2282
2020 Q3	$8.41M	Buy	254,687 +2,154	+0.9%	+$69.4K	﹤0.01%	2024
2020 Q2	$7.59M	Buy	252,533 +98,206	+64%	+$2.85M	﹤0.01%	2079
2020 Q1	$4M	Sell	154,327 -4,309	-3%	-$129K	﹤0.01%	2415
2019 Q4	$4.96M	Buy	158,636 +38,622	+32%	+$1.16M	﹤0.01%	2570
2019 Q3	$3.53M	Buy	120,014 +103,191	+613%	+$3.01M	﹤0.01%	2855
2019 Q2	$489K	Buy	+16,823	New	+$478K	﹤0.01%	4394

Other funds holding USMC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $154M AUM

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

SFS

Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return

Wells Fargo's USMC Position: Q2 2026 in Review

Wells Fargo increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 4.3% in Q2 2026, buying an estimated $2.99M and bringing the position to 1,028,455 shares worth $76.2M. The position accounts for 0.01% of the portfolio, ranked #800.

Wells Fargo first reported a position in USMC in Q2 2019 and has held it in 29 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

Wells Fargo held 1,028,455 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $76.2M as of Q2 2026.
Wells Fargo bought 41,928 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $2.99M.
Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.01% of Wells Fargo's portfolio in Q2 2026, its #800 holding.
Wells Fargo first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q2 2019 and has held it in 29 quarters since.
85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.