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

Continuum Advisory’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
2025
Q2 		– Sell
-235
Closed -$4.86K – 951
2025
Q1 		$4.86K Hold
235
– – ﹤0.01% 1112
2024
Q4 		$4.78K Hold
235
– – ﹤0.01% 1146
2024
Q3 		$4.85K Hold
235
– – ﹤0.01% 1164
2024
Q2 		$4.81K Hold
235
– – ﹤0.01% 1080
2024
Q1 		$4.78K Buy
+235
New +$4.85K ﹤0.01% 1070

Other funds holding IG

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Continuum Advisory's IG Position: Q2 2025 in Review

Continuum Advisory sold out of Principal Investment Grade Corporate Active ETF (IG) in Q2 2025, closing a stake of 235 shares — an estimated $4.86K sold.

Continuum Advisory first reported a position in IG in Q1 2024 and held it in 5 quarters. The position peaked at $4.86K in Q1 2025. 21 funds tracked by Wall St. Rank hold IG as of Q2 2025.

  • Continuum Advisory reported no remaining Principal Investment Grade Corporate Active ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 235 Principal Investment Grade Corporate Active ETF shares in Q2 2025, an estimated $4.86K.
  • Continuum Advisory first reported a position in Principal Investment Grade Corporate Active ETF in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Principal Investment Grade Corporate Active ETF position peaked at $4.86K in Q1 2025.
  • 21 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.