AWM
IG icon

AE Wealth Management’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

AE Wealth Management’s Portfolio IG Stock Details IG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,870
Closed -$81.7K – 2508
2025
Q3 		$81.7K Buy
+3,870
New +$80.6K ﹤0.01% 1622

Other funds holding IG

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

AE Wealth Management's IG Position: Q4 2025 in Review

AE Wealth Management sold out of Principal Investment Grade Corporate Active ETF (IG) in Q4 2025, closing a stake of 3,870 shares — an estimated $81.7K sold.

AE Wealth Management first reported a position in IG in Q3 2025 and held it in 1 quarter. The position peaked at $81.7K in Q3 2025. 21 funds tracked by Wall St. Rank hold IG as of Q4 2025.

  • AE Wealth Management reported no remaining Principal Investment Grade Corporate Active ETF position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 3,870 Principal Investment Grade Corporate Active ETF shares in Q4 2025, an estimated $81.7K.
  • AE Wealth Management first reported a position in Principal Investment Grade Corporate Active ETF in Q3 2025 and held it in 1 quarter.
  • AE Wealth Management's Principal Investment Grade Corporate Active ETF position peaked at $81.7K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.