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

Mariner’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	$1.99M	Sell	96,224 -11,603	-11%	-$242K	﹤0.01%	1527
2025 Q4	$2.25M	Buy	107,827 +56,370	+110%	+$1.18M	﹤0.01%	1430
2025 Q3	$1.09M	Buy	51,457 +19,912	+63%	+$415K	﹤0.01%	1837
2025 Q2	$656K	Buy	31,545 +4	+0%	+$82	﹤0.01%	2123
2025 Q1	$652K	Buy	31,541 +3	+0%	+$62	﹤0.01%	1984
2024 Q4	$641K	Buy	+31,538	New	+$657K	﹤0.01%	1984

Other funds holding IG

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mariner's IG Position: Q1 2026 in Review

Mariner reduced its Principal Investment Grade Corporate Active ETF (IG) stake by 11% in Q1 2026, selling an estimated $242K and leaving 96,224 shares worth $1.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Mariner first reported a position in IG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.25M in Q4 2025. 24 funds tracked by Wall St. Rank hold IG as of Q1 2026.

Mariner held 96,224 shares of Principal Investment Grade Corporate Active ETF worth $1.99M as of Q1 2026.
Mariner sold 11,603 Principal Investment Grade Corporate Active ETF shares in Q1 2026, an estimated $242K.
Principal Investment Grade Corporate Active ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1527 holding.
Mariner first reported a position in Principal Investment Grade Corporate Active ETF in Q4 2024 and has held it in 6 quarters since.
Mariner's Principal Investment Grade Corporate Active ETF position peaked at $2.25M in Q4 2025.
24 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.