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Advisor Increases $14 Million Investment in U.S. Mega-Cap ETF

2 January 2026
in Business
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Advisor Increases  Million Investment in U.S. Mega-Cap ETF
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Wealth Advisors of Iowa, an independent financial planning firm, significantly increased its investment in the Principal U.S. Mega-Cap ETF (NASDAQ:USMC) by adding 144,585 shares during the third quarter, as reported in an SEC filing on November 14. This expansion raised the total position value to $14.16 million, now accounting for 4.82% of the firm’s reportable U.S. equity assets.

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Tags: AdvisorETFincreasesInvestmentMegaCapMillionU.S
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