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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
Q2 		$5.31M Buy
256,849
+30,221
+13% +$624K 0.71% 12
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 $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Insight Wealth Partners's IG Position: Q2 2026 in Review

Insight Wealth Partners increased its Principal Investment Grade Corporate Active ETF (IG) stake by 13% in Q2 2026, buying an estimated $624K and bringing the position to 256,849 shares worth $5.31M. The position accounts for 0.71% of the portfolio, ranked #12.

Insight Wealth Partners first reported a position in IG in Q1 2022 and has held it in 18 quarters since. 20 funds tracked by Wall St. Rank hold IG as of Q2 2026.

  • Insight Wealth Partners held 256,849 shares of Principal Investment Grade Corporate Active ETF worth $5.31M as of Q2 2026.
  • Insight Wealth Partners bought 30,221 Principal Investment Grade Corporate Active ETF shares in Q2 2026, an estimated $624K.
  • Principal Investment Grade Corporate Active ETF made up 0.71% of Insight Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Insight Wealth Partners first reported a position in Principal Investment Grade Corporate Active ETF in Q1 2022 and has held it in 18 quarters since.
  • 20 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.