Cerity Partners
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Cerity Partners’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Cerity Partners’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
2023
Q2 		– Sell
-195,911
Closed -$4.1M – 1799
2023
Q1 		$4.1M Buy
195,911
+59,498
+44% +$1.25M 0.01% 533
2022
Q4 		$2.82M Buy
136,413
+3,846
+3% +$79.2K 0.02% 469
2022
Q3 		$2.71M Buy
132,567
+7,896
+6% +$173K 0.03% 327
2022
Q2 		$2.73M Buy
+124,671
New +$2.81M 0.03% 343

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Jane Street
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WWM
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Bank of America
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LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners's IG Position: Q2 2023 in Review

Cerity Partners sold out of Principal Investment Grade Corporate Active ETF (IG) in Q2 2023, closing a stake of 195,911 shares — an estimated $4.1M sold.

Cerity Partners first reported a position in IG in Q2 2022 and held it in 4 quarters. The position peaked at $4.1M in Q1 2023. 16 funds tracked by Wall St. Rank hold IG as of Q2 2023.

  • Cerity Partners reported no remaining Principal Investment Grade Corporate Active ETF position as of Q2 2023 after selling out during the quarter.
  • Cerity Partners sold 195,911 Principal Investment Grade Corporate Active ETF shares in Q2 2023, an estimated $4.1M.
  • Cerity Partners first reported a position in Principal Investment Grade Corporate Active ETF in Q2 2022 and held it in 4 quarters.
  • Cerity Partners's Principal Investment Grade Corporate Active ETF position peaked at $4.1M in Q1 2023.
  • 16 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.