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Legacy Financial Independent Advisors’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Legacy Financial Independent Advisors’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 		$5.04M Buy
243,672
+4,206
+2% +$86.8K 2.37% 10
2026
Q1 		$4.94M Buy
+239,466
New +$5M 2.57% 10

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
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
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

Legacy Financial Independent Advisors's IG Position: Q2 2026 in Review

Legacy Financial Independent Advisors increased its Principal Investment Grade Corporate Active ETF (IG) stake by 1.8% in Q2 2026, buying an estimated $86.8K and bringing the position to 243,672 shares worth $5.04M. The position accounts for 2.37% of the portfolio, ranked #10.

Legacy Financial Independent Advisors first reported a position in IG in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold IG as of Q2 2026.

  • Legacy Financial Independent Advisors held 243,672 shares of Principal Investment Grade Corporate Active ETF worth $5.04M as of Q2 2026.
  • Legacy Financial Independent Advisors bought 4,206 Principal Investment Grade Corporate Active ETF shares in Q2 2026, an estimated $86.8K.
  • Principal Investment Grade Corporate Active ETF made up 2.37% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #10 holding.
  • Legacy Financial Independent Advisors first reported a position in Principal Investment Grade Corporate Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.