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
2026 Q2	$1.61K	Buy	+78	New	+$1.61K	﹤0.01%	1778
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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

LFIA

Legacy Financial Independent Advisors Louisville, Kentucky $213M AUM

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Continuum Advisory's IG Position: Q2 2026 in Review

Continuum Advisory opened a new position in Principal Investment Grade Corporate Active ETF (IG) in Q2 2026: 78 shares worth $1.61K. The stake represents ﹤0.01% of the portfolio and ranks #1778 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in IG as recently as Q1 2025.

Continuum Advisory first reported a position in IG in Q1 2024 and has held it in 6 quarters since. The position peaked at $4.86K in Q1 2025. 20 funds tracked by Wall St. Rank hold IG as of Q2 2026.

Continuum Advisory held 78 shares of Principal Investment Grade Corporate Active ETF worth $1.61K as of Q2 2026.
Principal Investment Grade Corporate Active ETF was a new Continuum Advisory position in Q2 2026.
Principal Investment Grade Corporate Active ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1778 holding.
Continuum Advisory first reported a position in Principal Investment Grade Corporate Active ETF in Q1 2024 and has held it in 6 quarters since.
Continuum Advisory's Principal Investment Grade Corporate Active ETF position peaked at $4.86K in Q1 2025.
20 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.