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Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in PRINCIPAL U.S. MEGA-CAP ETF

NewEdge Advisors, LLC holds 199,956 shares of USMC (PRINCIPAL U.S. MEGA-CAP ETF), worth $14.8M as of 2026-Q2. The position was decreased (-33.5% shares). USMC represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$14.8M

Current Shares

199,956

Total Value Change

+$1.6M

Total Shares Change

-32,161

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
199,956
-33.5%
$14.8M0.0%$73.99
0
2026-Q1
Decreased
300,827
-4.0%
$19.3M0.1%$66.80
0
2025-Q4
Decreased
313,540
-31.7%
$21.5M0.1%$68.89
0
2025-Q3
Increased
459,273
+45.6%
$31.3M0.1%$67.50
47
2025-Q2
Increased
315,466
+16.3%
$19.7M0.1%$61.78
39
2025-Q1
Increased
271,318
+50.8%
$15.4M0.1%$56.11
39
2024-Q4
Decreased
179,874
-22.5%
$10.8M0.1%$59.64
0
2024-Q3
Decreased
232,117
-15.9%
$13.2M0.1%$55.95
0

Other major holders of USMC: PRINCIPAL FINANCIAL GROUP INC

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