Raymond James Financial Services Advisors’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Raymond James Financial Services Advisors’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
2024 Q3	$12.5M	Buy	584,981 +31,630	+6%	+$664K	0.02%	764
2024 Q2	$11.3M	Sell	553,351 -9,742	-2%	-$198K	0.02%	767
2024 Q1	$11.6M	Buy	563,093 +142,029	+34%	+$2.93M	0.02%	735
2023 Q4	$8.84M	Buy	421,064 +10,004	+2%	+$200K	0.01%	809
2023 Q3	$8.09M	Buy	411,060 +164,006	+66%	+$3.31M	0.01%	795
2023 Q2	$5.08M	Buy	+247,054	New	+$5.1M	0.01%	1001

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

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $713M AUM 16.55% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial Services Advisors's IG Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Principal Investment Grade Corporate Active ETF (IG) stake by 5.7% in Q3 2024, buying an estimated $664K and bringing the position to 584,981 shares worth $12.5M. The position accounts for 0.02% of the portfolio, ranked #764.

Raymond James Financial Services Advisors first reported a position in IG in Q2 2023 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold IG as of Q3 2024.

Raymond James Financial Services Advisors held 584,981 shares of Principal Investment Grade Corporate Active ETF worth $12.5M as of Q3 2024.
Raymond James Financial Services Advisors bought 31,630 Principal Investment Grade Corporate Active ETF shares in Q3 2024, an estimated $664K.
Principal Investment Grade Corporate Active ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #764 holding.
Raymond James Financial Services Advisors first reported a position in Principal Investment Grade Corporate Active ETF in Q2 2023 and has held it in 6 quarters since.
22 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.