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Claro Advisors’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Claro Advisors’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
Q4 		– Sell
-32,306
Closed -$636K – 406
2023
Q3 		$636K Sell
32,306
-1,377
-4% -$27.8K 0.16% 154
2023
Q2 		$693K Sell
33,683
-368
-1% -$7.6K 0.17% 147
2023
Q1 		$715K Buy
+34,051
New +$713K 0.21% 117

Other funds holding IG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
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
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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Claro Advisors's IG Position: Q4 2023 in Review

Claro Advisors sold out of Principal Investment Grade Corporate Active ETF (IG) in Q4 2023, closing a stake of 32,306 shares — an estimated $636K sold.

Claro Advisors first reported a position in IG in Q1 2023 and held it in 3 quarters. The position peaked at $715K in Q1 2023. 20 funds tracked by Wall St. Rank hold IG as of Q4 2023.

  • Claro Advisors reported no remaining Principal Investment Grade Corporate Active ETF position as of Q4 2023 after selling out during the quarter.
  • Claro Advisors sold 32,306 Principal Investment Grade Corporate Active ETF shares in Q4 2023, an estimated $636K.
  • Claro Advisors first reported a position in Principal Investment Grade Corporate Active ETF in Q1 2023 and held it in 3 quarters.
  • Claro Advisors's Principal Investment Grade Corporate Active ETF position peaked at $715K in Q1 2023.
  • 20 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q4 2023.

Based on Claro Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.