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

Capital Investment Advisory Services’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
Q2 		– Sell
-8
Closed -$165 – 1317
2026
Q1 		$165 Hold
8
– – ﹤0.01% 1202
2025
Q4 		$167 Hold
8
– – ﹤0.01% 1161
2025
Q3 		$169 Sell
8
-304
-97% -$6.33K ﹤0.01% 1081
2025
Q2 		$6.49K Buy
+312
New +$6.37K ﹤0.01% 969
2025
Q1 		– Sell
-183
Closed -$3.72K – 1016
2024
Q4 		$3.72K Sell
183
-1,272
-87% -$26.5K ﹤0.01% 870
2024
Q3 		$31.1K Hold
1,455
– – ﹤0.01% 751
2024
Q2 		$29.8K Hold
1,455
– – ﹤0.01% 724
2024
Q1 		$30.1K Buy
+1,455
New +$30.1K ﹤0.01% 719

Other funds holding IG

GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return

Capital Investment Advisory Services's IG Position: Q2 2026 in Review

Capital Investment Advisory Services sold out of Principal Investment Grade Corporate Active ETF (IG) in Q2 2026, closing a stake of 8 shares — an estimated $165 sold.

Capital Investment Advisory Services first reported a position in IG in Q1 2024 and held it in 8 quarters. The position peaked at $31.1K in Q3 2024. 3 funds tracked by Wall St. Rank hold IG as of Q2 2026.

  • Capital Investment Advisory Services reported no remaining Principal Investment Grade Corporate Active ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Investment Advisory Services sold 8 Principal Investment Grade Corporate Active ETF shares in Q2 2026, an estimated $165.
  • Capital Investment Advisory Services first reported a position in Principal Investment Grade Corporate Active ETF in Q1 2024 and held it in 8 quarters.
  • Capital Investment Advisory Services's Principal Investment Grade Corporate Active ETF position peaked at $31.1K in Q3 2024.
  • 3 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.