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Insight Wealth Partners’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Insight Wealth 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 		$4.68M Buy
226,628
+6,038
+3% +$126K 0.66% 15
2025
Q4 		$4.61M Buy
220,590
+25,707
+13% +$540K 0.63% 15
2025
Q3 		$4.11M Buy
194,883
+10,789
+6% +$225K 1.25% 15
2025
Q2 		$3.83M Buy
184,094
+11,007
+6% +$225K 1.49% 13
2025
Q1 		$3.58M Buy
173,087
+14,786
+9% +$304K 0.6% 14
2024
Q4 		$3.22M Buy
158,301
+7,015
+5% +$146K 0.44% 18
2024
Q3 		$3.24M Buy
151,286
+64,275
+74% +$1.35M 0.64% 16
2024
Q2 		$1.78M Buy
87,011
+4,835
+6% +$98.3K 0.31% 27
2024
Q1 		$1.7M Buy
82,176
+16,292
+25% +$337K 0.29% 25
2023
Q4 		$1.38M Buy
65,884
+9,668
+17% +$193K 0.24% 26
2023
Q3 		$1.11M Buy
56,216
+13,188
+31% +$266K 0.21% 28
2023
Q2 		$885K Buy
43,028
+2,361
+6% +$48.8K 0.21% 34
2023
Q1 		$854K Buy
40,667
+7,301
+22% +$153K 0.19% 31
2022
Q4 		$681K Buy
33,366
+14,820
+80% +$305K 0.51% 30
2022
Q3 		$380K Sell
18,546
-30,779
-62% -$673K 0.36% 40
2022
Q2 		$1.08M Sell
49,325
-467
-0.9% -$10.5K 0.81% 23
2022
Q1 		$1.2M Buy
+49,792
New +$1.24M 0.67% 22

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
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
LFIA
Legacy Financial Independent Advisors Louisville, Kentucky $192M AUM
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Insight Wealth Partners's IG Position: Q1 2026 in Review

Insight Wealth Partners increased its Principal Investment Grade Corporate Active ETF (IG) stake by 2.7% in Q1 2026, buying an estimated $126K and bringing the position to 226,628 shares worth $4.68M. The position accounts for 0.66% of the portfolio, ranked #15.

Insight Wealth Partners first reported a position in IG in Q1 2022 and has held it in 17 quarters since. 24 funds tracked by Wall St. Rank hold IG as of Q1 2026.

  • Insight Wealth Partners held 226,628 shares of Principal Investment Grade Corporate Active ETF worth $4.68M as of Q1 2026.
  • Insight Wealth Partners bought 6,038 Principal Investment Grade Corporate Active ETF shares in Q1 2026, an estimated $126K.
  • Principal Investment Grade Corporate Active ETF made up 0.66% of Insight Wealth Partners's portfolio in Q1 2026, its #15 holding.
  • Insight Wealth Partners first reported a position in Principal Investment Grade Corporate Active ETF in Q1 2022 and has held it in 17 quarters since.
  • 24 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.