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LVZ Inc’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

LVZ Inc’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
2025
Q1 		– Sell
-14,543
Closed -$296K – 154
2024
Q4 		$296K Buy
14,543
+422
+3% +$8.79K 0.04% 116
2024
Q3 		$302K Sell
14,121
-2,520
-15% -$52.9K 0.04% 110
2024
Q2 		$340K Sell
16,641
-735
-4% -$14.9K 0.05% 89
2024
Q1 		$359K Sell
17,376
-4,820
-22% -$99.6K 0.05% 86
2023
Q4 		$466K Sell
22,196
-9,051
-29% -$181K 0.07% 75
2023
Q3 		$615K Sell
31,247
-27,769
-47% -$560K 0.1% 52
2023
Q2 		$1.21M Buy
+59,016
New +$1.22M 0.17% 47

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
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LVZ Inc's IG Position: Q1 2025 in Review

LVZ Inc sold out of Principal Investment Grade Corporate Active ETF (IG) in Q1 2025, closing a stake of 14,543 shares — an estimated $296K sold.

LVZ Inc first reported a position in IG in Q2 2023 and held it in 7 quarters. The position peaked at $1.21M in Q2 2023. 18 funds tracked by Wall St. Rank hold IG as of Q1 2025.

  • LVZ Inc reported no remaining Principal Investment Grade Corporate Active ETF position as of Q1 2025 after selling out during the quarter.
  • LVZ Inc sold 14,543 Principal Investment Grade Corporate Active ETF shares in Q1 2025, an estimated $296K.
  • LVZ Inc first reported a position in Principal Investment Grade Corporate Active ETF in Q2 2023 and held it in 7 quarters.
  • LVZ Inc's Principal Investment Grade Corporate Active ETF position peaked at $1.21M in Q2 2023.
  • 18 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q1 2025.

Based on LVZ Inc's 13F filing for Q1 2025, filed 22 Apr 2025.