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Global Retirement Partners’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Global Retirement Partners’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
Q4 		$28.2K Buy
1,349
+49
+4% +$1.03K ﹤0.01% 2703
2025
Q3 		$27.4K Buy
+1,300
New +$27.1K ﹤0.01% 2244

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PS
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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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
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
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Global Retirement Partners's IG Position: Q4 2025 in Review

Global Retirement Partners increased its Principal Investment Grade Corporate Active ETF (IG) stake by 3.8% in Q4 2025, buying an estimated $1.03K and bringing the position to 1,349 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

Global Retirement Partners first reported a position in IG in Q3 2025 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold IG as of Q4 2025.

  • Global Retirement Partners held 1,349 shares of Principal Investment Grade Corporate Active ETF worth $28.2K as of Q4 2025.
  • Global Retirement Partners bought 49 Principal Investment Grade Corporate Active ETF shares in Q4 2025, an estimated $1.03K.
  • Principal Investment Grade Corporate Active ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2703 holding.
  • Global Retirement Partners first reported a position in Principal Investment Grade Corporate Active ETF in Q3 2025 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.