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

Principal Securities’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	$133M	Buy	6,438,151 +1,585,178	+33%	+$32.7M	1.6%	7
2026 Q1	$100M	Buy	4,852,973 +695,053	+17%	+$14.5M	1.47%	9
2025 Q4	$86.9M	Buy	4,157,920 +1,049,107	+34%	+$22M	1.34%	9
2025 Q3	$65.6M	Buy	3,108,813 +550,679	+22%	+$11.5M	1.08%	14
2025 Q2	$53.2M	Buy	2,558,134 +420,214	+20%	+$8.57M	1%	15
2025 Q1	$43.5M	Hold	2,137,920	–	–	0.97%	15
2024 Q4	$43.5M	Buy	2,137,920 +103,826	+5%	+$2.16M	0.98%	15
2024 Q3	$43.5M	Buy	2,034,094 +137,445	+7%	+$2.89M	1.05%	13
2024 Q2	$38.8M	Buy	1,896,649 +175,812	+10%	+$3.58M	1.07%	11
2024 Q1	$35.6M	Buy	1,720,837 +210,185	+14%	+$4.34M	1.11%	9
2023 Q4	$31.7M	Buy	+1,510,652	New	+$30.2M	1.18%	11

Other funds holding IG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LFIA

Legacy Financial Independent Advisors Louisville, Kentucky $213M AUM

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principal Securities's IG Position: Q2 2026 in Review

Principal Securities increased its Principal Investment Grade Corporate Active ETF (IG) stake by 33% in Q2 2026, buying an estimated $32.7M and bringing the position to 6,438,151 shares worth $133M. The position accounts for 1.6% of the portfolio, ranked #7.

Principal Securities first reported a position in IG in Q4 2023 and has held it in 11 quarters since. 20 funds tracked by Wall St. Rank hold IG as of Q2 2026.

Principal Securities held 6,438,151 shares of Principal Investment Grade Corporate Active ETF worth $133M as of Q2 2026.
Principal Securities bought 1,585,178 Principal Investment Grade Corporate Active ETF shares in Q2 2026, an estimated $32.7M.
Principal Investment Grade Corporate Active ETF made up 1.6% of Principal Securities's portfolio in Q2 2026, its #7 holding.
Principal Securities first reported a position in Principal Investment Grade Corporate Active ETF in Q4 2023 and has held it in 11 quarters since.
20 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.