William Mack & Associates
USMC icon

William Mack & Associates’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

William Mack & Associates’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 		$20.5K Buy
+267
New +$20.2K 0.01% 321

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

William Mack & Associates's USMC Position: Q3 2026 in Review

William Mack & Associates opened a new position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q3 2026: 267 shares worth $20.5K. The stake represents 0.01% of the portfolio and ranks #321 among its holdings.

76 funds tracked by Wall St. Rank hold USMC as of Q3 2026.

  • William Mack & Associates held 267 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $20.5K as of Q3 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF was a new William Mack & Associates position in Q3 2026.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.01% of William Mack & Associates's portfolio in Q3 2026, its #321 holding.
  • 76 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.