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City Center Advisors LLC’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

City Center Advisors LLC’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
2024
Q3 		– Sell
-9,736
Closed -$201K – 177
2024
Q2 		$201K Hold
9,736
– – 0.24% 152
2024
Q1 		$201K Buy
+9,736
New +$201K 0.24% 152

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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

City Center Advisors LLC's IG Position: Q3 2024 in Review

City Center Advisors LLC sold out of Principal Investment Grade Corporate Active ETF (IG) in Q3 2024, closing a stake of 9,736 shares — an estimated $201K sold.

City Center Advisors LLC first reported a position in IG in Q1 2024 and held it in 2 quarters. The position peaked at $201K in Q2 2024. 22 funds tracked by Wall St. Rank hold IG as of Q3 2024.

  • City Center Advisors LLC reported no remaining Principal Investment Grade Corporate Active ETF position as of Q3 2024 after selling out during the quarter.
  • City Center Advisors LLC sold 9,736 Principal Investment Grade Corporate Active ETF shares in Q3 2024, an estimated $201K.
  • City Center Advisors LLC first reported a position in Principal Investment Grade Corporate Active ETF in Q1 2024 and held it in 2 quarters.
  • City Center Advisors LLC's Principal Investment Grade Corporate Active ETF position peaked at $201K in Q2 2024.
  • 22 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q3 2024.

Based on City Center Advisors LLC's 13F filing for Q3 2024, filed 7 Oct 2024.