Insight Wealth Partners
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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
Q3 		$4.9M Sell
250,580
-6,269
-2% -$126K 0.65% 15
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

Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Pinnacle Bancorp
Pinnacle Bancorp Beatrice, Nebraska $375M AUM 15.66% 1-Year Est. Return

Insight Wealth Partners's IG Position: Q3 2026 in Review

Insight Wealth Partners reduced its Principal Investment Grade Corporate Active ETF (IG) stake by 2.4% in Q3 2026, selling an estimated $126K and leaving 250,580 shares worth $4.9M. The position accounts for 0.65% of the portfolio, ranked #15.

Insight Wealth Partners first reported a position in IG in Q1 2022 and has held it in 19 quarters since. The position peaked at $5.31M in Q2 2026. 3 funds tracked by Wall St. Rank hold IG as of Q3 2026.

  • Insight Wealth Partners held 250,580 shares of Principal Investment Grade Corporate Active ETF worth $4.9M as of Q3 2026.
  • Insight Wealth Partners sold 6,269 Principal Investment Grade Corporate Active ETF shares in Q3 2026, an estimated $126K.
  • Principal Investment Grade Corporate Active ETF made up 0.65% of Insight Wealth Partners's portfolio in Q3 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 19 quarters since.
  • Insight Wealth Partners's Principal Investment Grade Corporate Active ETF position peaked at $5.31M in Q2 2026.
  • 3 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.