LPL Financial
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LPL Financial’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

LPL Financial’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 		$320K Buy
15,500
+1,097
+8% +$22.9K ﹤0.01% 5146
2025
Q4 		$301K Sell
14,403
-6,592
-31% -$139K ﹤0.01% 5140
2025
Q3 		$443K Sell
20,995
-20,246
-49% -$422K ﹤0.01% 4722
2025
Q2 		$858K Buy
41,241
+95
+0.2% +$1.94K ﹤0.01% 3891
2025
Q1 		$850K Buy
+41,146
New +$845K ﹤0.01% 3690
2024
Q4 		– Sell
-9,679
Closed -$207K – 5365
2024
Q3 		$207K Sell
9,679
-1,215
-11% -$25.5K ﹤0.01% 4702
2024
Q2 		$223K Sell
10,894
-4,398
-29% -$89.4K ﹤0.01% 4489
2024
Q1 		$316K Sell
15,292
-1,498
-9% -$30.9K ﹤0.01% 4156
2023
Q4 		$352K Sell
16,790
-1,776
-10% -$35.5K ﹤0.01% 3962
2023
Q3 		$365K Buy
18,566
+2,125
+13% +$42.9K ﹤0.01% 3746
2023
Q2 		$338K Sell
16,441
-6,256
-28% -$129K ﹤0.01% 3748
2023
Q1 		$476K Sell
22,697
-41
-0.2% -$859 ﹤0.01% 3374
2022
Q4 		$464K Buy
22,738
+5,470
+32% +$113K ﹤0.01% 3318
2022
Q3 		$354K Buy
17,268
+3,773
+28% +$82.5K ﹤0.01% 3447
2022
Q2 		$295K Sell
13,495
-1,199
-8% -$27K ﹤0.01% 3638
2022
Q1 		$354K Sell
14,694
-548
-4% -$13.6K ﹤0.01% 3452
2021
Q4 		$401K Sell
15,242
-550
-3% -$14.6K ﹤0.01% 3462
2021
Q3 		$420K Buy
15,792
+7,745
+96% +$208K ﹤0.01% 3380
2021
Q2 		$216K Buy
+8,047
New +$212K ﹤0.01% 3852
2020
Q4 		– Sell
-10,497
Closed -$283K – 3833
2020
Q3 		$283K Buy
10,497
+637
+6% +$17.3K ﹤0.01% 2946
2020
Q2 		$264K Buy
+9,860
New +$255K ﹤0.01% 2927

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
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
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

LPL Financial's IG Position: Q1 2026 in Review

LPL Financial increased its Principal Investment Grade Corporate Active ETF (IG) stake by 7.6% in Q1 2026, buying an estimated $22.9K and bringing the position to 15,500 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #5146.

LPL Financial first reported a position in IG in Q2 2020 and has held it in 21 quarters since. The position peaked at $858K in Q2 2025. 24 funds tracked by Wall St. Rank hold IG as of Q1 2026.

  • LPL Financial held 15,500 shares of Principal Investment Grade Corporate Active ETF worth $320K as of Q1 2026.
  • LPL Financial bought 1,097 Principal Investment Grade Corporate Active ETF shares in Q1 2026, an estimated $22.9K.
  • Principal Investment Grade Corporate Active ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5146 holding.
  • LPL Financial first reported a position in Principal Investment Grade Corporate Active ETF in Q2 2020 and has held it in 21 quarters since.
  • LPL Financial's Principal Investment Grade Corporate Active ETF position peaked at $858K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.