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 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 $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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Principal Securities's IG Position: Q1 2026 in Review

Principal Securities increased its Principal Investment Grade Corporate Active ETF (IG) stake by 17% in Q1 2026, buying an estimated $14.5M and bringing the position to 4,852,973 shares worth $100M. The position accounts for 1.47% of the portfolio, ranked #9.

Principal Securities first reported a position in IG in Q4 2023 and has held it in 10 quarters since. 24 funds tracked by Wall St. Rank hold IG as of Q1 2026.

Principal Securities held 4,852,973 shares of Principal Investment Grade Corporate Active ETF worth $100M as of Q1 2026.
Principal Securities bought 695,053 Principal Investment Grade Corporate Active ETF shares in Q1 2026, an estimated $14.5M.
Principal Investment Grade Corporate Active ETF made up 1.47% of Principal Securities's portfolio in Q1 2026, its #9 holding.
Principal Securities first reported a position in Principal Investment Grade Corporate Active ETF in Q4 2023 and has held it in 10 quarters since.
24 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q1 2026.

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