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

Callan 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
2025 Q1	$243K	Hold	11,762	–	–	0.02%	318
2024 Q4	$239K	Hold	11,762	–	–	0.02%	297
2024 Q3	$252K	Hold	11,762	–	–	0.02%	292
2024 Q2	$241K	Hold	11,762	–	–	0.02%	269
2024 Q1	$243K	Hold	11,762	–	–	0.02%	244
2023 Q4	$247K	Hold	11,762	–	–	0.02%	191
2023 Q3	$231K	Hold	11,762	–	–	0.02%	180
2023 Q2	$242K	Hold	11,762	–	–	0.03%	163
2023 Q1	$247K	Hold	11,762	–	–	0.03%	159
2022 Q4	$240K	Buy	+11,762	New	+$242K	0.03%	163

Other funds holding IG

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Callan Capital's IG Position: Q1 2025 in Review

Callan Capital held its Principal Investment Grade Corporate Active ETF (IG) position steady in Q1 2025 at 11,762 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #318.

Callan Capital first reported a position in IG in Q4 2022 and has held it in 10 quarters since. The position peaked at $252K in Q3 2024. 18 funds tracked by Wall St. Rank hold IG as of Q1 2025.

Callan Capital held 11,762 shares of Principal Investment Grade Corporate Active ETF worth $243K as of Q1 2025.
Callan Capital left its Principal Investment Grade Corporate Active ETF share count unchanged in Q1 2025.
Principal Investment Grade Corporate Active ETF made up 0.02% of Callan Capital's portfolio in Q1 2025, its #318 holding.
Callan Capital first reported a position in Principal Investment Grade Corporate Active ETF in Q4 2022 and has held it in 10 quarters since.
Callan Capital's Principal Investment Grade Corporate Active ETF position peaked at $252K in Q3 2024.
18 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.