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icono de IG

Principal Investment Grade Corporate Active ETF
IG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Principal Securities
1
Principal Securities
Iowa
USD 133 M +USD 32.7 M +1,585,178 +33%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 131 M +USD 32.5 M +1,573,300 +33%
Raymond James Financial
3
Raymond James Financial
Florida
USD 21.3 M +USD 1.57 M +76,175 +8%
Spartan Wealth Advisory Services LLC
4
Spartan Wealth Advisory Services LLC
Michigan
USD 10.8 M +USD 321 k +15,575 +3%
Insight Wealth Partners
5
Insight Wealth Partners
Texas
USD 5.31 M +USD 624 k +30,221 +13%
LFIA
6
Legacy Financial Independent Advisors
Kentucky
USD 5.04 M +USD 86.8 k +4,206 +2%
Western Wealth Management
7
Western Wealth Management
Colorado
USD 4.52 M +USD 1.74 M +84,473 +63%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
USD 2.44 M +USD 865 k +41,919 +55%
Mariner
9
Mariner
Kansas
USD 1.99 M – – –
Principal Financial Group
10
Principal Financial Group
Iowa
USD 972 k – – –
Goldman Sachs
11
Goldman Sachs
New York
USD 645 k -USD 1.35 M -65,500 -68%
LPL Financial
12
LPL Financial
California
USD 323 k +USD 2.66 k +129 +0.8%
AlphaCore Capital
13
AlphaCore Capital
California
USD 243 k – – –
Gladstone Institutional Advisory
14
Gladstone Institutional Advisory
Florida
USD 201 k +USD 289 +14 +0.1%
Smartleaf Asset Management
15
Smartleaf Asset Management
Massachusetts
USD 31.6 k – – –
Private Trust Company
16
Private Trust Company
Ohio
USD 20.7 k – – –
Morgan Stanley
17
Morgan Stanley
New York
USD 16.7 k +USD 16.6 k +804 +40,200%
Global Retirement Partners
18
Global Retirement Partners
California
USD 11.8 k +USD 11.8 k +571 Nuevas
PB
19
Pinnacle Bancorp
Nebraska
USD 5.31 k +USD 5.04 k +244 +1,877%
Continuum Advisory
20
Continuum Advisory
Idaho
USD 1.61 k +USD 1.61 k +78 Nuevas
Wells Fargo
21
Wells Fargo
California
USD 8 – – –
Citadel Advisors
22
Citadel Advisors
Florida
– -USD 1.13 M -54,980 Cerradas
Jane Street
23
Jane Street
New York
– -USD 748 k -36,230 Cerradas
Sound Income Strategies
24
Sound Income Strategies
Florida
– -USD 50.2 k -2,441 Cerradas
IFP Advisors
25
IFP Advisors
Florida
– -USD 5.02 k -243 Cerradas
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