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AlphaCore Capital’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

AlphaCore Capital’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
2026
Q1 		$243K Hold
11,762
– – 0.01% 770
2025
Q4 		$246K Buy
+11,762
New +$247K 0.01% 895

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
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
LFIA
Legacy Financial Independent Advisors Louisville, Kentucky $192M AUM
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AlphaCore Capital's IG Position: Q1 2026 in Review

AlphaCore Capital held its Principal Investment Grade Corporate Active ETF (IG) position steady in Q1 2026 at 11,762 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #770.

AlphaCore Capital first reported a position in IG in Q4 2025 and has held it in 2 quarters since. The position peaked at $246K in Q4 2025. 24 funds tracked by Wall St. Rank hold IG as of Q1 2026.

  • AlphaCore Capital held 11,762 shares of Principal Investment Grade Corporate Active ETF worth $243K as of Q1 2026.
  • AlphaCore Capital left its Principal Investment Grade Corporate Active ETF share count unchanged in Q1 2026.
  • Principal Investment Grade Corporate Active ETF made up 0.01% of AlphaCore Capital's portfolio in Q1 2026, its #770 holding.
  • AlphaCore Capital first reported a position in Principal Investment Grade Corporate Active ETF in Q4 2025 and has held it in 2 quarters since.
  • AlphaCore Capital's Principal Investment Grade Corporate Active ETF position peaked at $246K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.