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

Palladium 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
2022 Q1	$3.15M	Buy	130,706 +9,303	+8%	+$231K	0.14%	116
2021 Q4	$3.2M	Buy	121,403 +23,645	+24%	+$626K	0.13%	112
2021 Q3	$2.6M	Buy	97,758 +14,770	+18%	+$397K	0.12%	117
2021 Q2	$2.22M	Sell	82,988 -433	-0.5%	-$11.4K	0.1%	126
2021 Q1	$2.16M	Buy	+83,421	New	+$2.22M	0.11%	124

Other funds holding IG

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

IWP

Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Palladium Partners's IG Position: Q1 2022 in Review

Palladium Partners increased its Principal Investment Grade Corporate Active ETF (IG) stake by 7.7% in Q1 2022, buying an estimated $231K and bringing the position to 130,706 shares worth $3.15M. The position accounts for 0.14% of the portfolio, ranked #116.

Palladium Partners first reported a position in IG in Q1 2021 and has held it in 5 quarters since. The position peaked at $3.2M in Q4 2021. 13 funds tracked by Wall St. Rank hold IG as of Q1 2022.

Palladium Partners held 130,706 shares of Principal Investment Grade Corporate Active ETF worth $3.15M as of Q1 2022.
Palladium Partners bought 9,303 Principal Investment Grade Corporate Active ETF shares in Q1 2022, an estimated $231K.
Principal Investment Grade Corporate Active ETF made up 0.14% of Palladium Partners's portfolio in Q1 2022, its #116 holding.
Palladium Partners first reported a position in Principal Investment Grade Corporate Active ETF in Q1 2021 and has held it in 5 quarters since.
Palladium Partners's Principal Investment Grade Corporate Active ETF position peaked at $3.2M in Q4 2021.
13 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.