Commonwealth Equity Services’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Commonwealth Equity 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
2024 Q3	–	Sell	-11,453	Closed	-$234K	–	4133
2024 Q2	$234K	Buy	11,453 +425	+4%	+$8.64K	﹤0.01%	3516
2024 Q1	$228K	Sell	11,028 -3,576	-24%	-$73.9K	﹤0.01%	3522
2023 Q4	$307K	Sell	14,604 -2,453	-14%	-$49K	﹤0.01%	3148
2023 Q3	$336K	Buy	17,057 +4,860	+40%	+$98K	﹤0.01%	2923
2023 Q2	$251K	Buy	+12,197	New	+$252K	﹤0.01%	3195

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

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

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services's IG Position: Q3 2024 in Review

Commonwealth Equity Services sold out of Principal Investment Grade Corporate Active ETF (IG) in Q3 2024, closing a stake of 11,453 shares — an estimated $234K sold.

Commonwealth Equity Services first reported a position in IG in Q2 2023 and held it in 5 quarters. The position peaked at $336K in Q3 2023. 22 funds tracked by Wall St. Rank hold IG as of Q3 2024.

Commonwealth Equity Services reported no remaining Principal Investment Grade Corporate Active ETF position as of Q3 2024 after selling out during the quarter.
Commonwealth Equity Services sold 11,453 Principal Investment Grade Corporate Active ETF shares in Q3 2024, an estimated $234K.
Commonwealth Equity Services first reported a position in Principal Investment Grade Corporate Active ETF in Q2 2023 and held it in 5 quarters.
Commonwealth Equity Services's Principal Investment Grade Corporate Active ETF position peaked at $336K in Q3 2023.
22 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q3 2024.

Based on Commonwealth Equity Services's 13F filing for Q3 2024, filed 18 Oct 2024.