Golden State Equity Partners’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Golden State Equity 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
2026 Q1	$515	Buy	+25	New	+$522	﹤0.01%	1884

Other funds holding IG

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM

LFIA

Legacy Financial Independent Advisors Louisville, Kentucky $192M AUM

IWP

Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Golden State Equity Partners's IG Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Principal Investment Grade Corporate Active ETF (IG) in Q1 2026: 25 shares worth $515. The stake represents ﹤0.01% of the portfolio and ranks #1884 among its holdings.

24 funds tracked by Wall St. Rank hold IG as of Q1 2026.

Golden State Equity Partners held 25 shares of Principal Investment Grade Corporate Active ETF worth $515 as of Q1 2026.
Principal Investment Grade Corporate Active ETF was a new Golden State Equity Partners position in Q1 2026.
Principal Investment Grade Corporate Active ETF made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1884 holding.
24 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.