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

Raymond James Financial’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 		$21.3M Buy
1,029,202
+76,175
+8% +$1.57M 0.01% 1518
2026
Q1 		$19.7M Buy
953,027
+8,965
+0.9% +$187K 0.01% 1486
2025
Q4 		$19.7M Buy
944,062
+80,953
+9% +$1.7M 0.01% 1448
2025
Q3 		$18.2M Buy
863,109
+81,107
+10% +$1.69M 0.01% 1479
2025
Q2 		$16.3M Buy
782,002
+6,366
+0.8% +$130K 0.01% 1520
2025
Q1 		$16M Buy
775,636
+102,055
+15% +$2.1M 0.01% 1482
2024
Q4 		$13.7M Buy
+673,581
New +$14M 0.01% 1599

Other funds holding IG

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial's IG Position: Q2 2026 in Review

Raymond James Financial increased its Principal Investment Grade Corporate Active ETF (IG) stake by 8% in Q2 2026, buying an estimated $1.57M and bringing the position to 1,029,202 shares worth $21.3M. The position accounts for 0.01% of the portfolio, ranked #1518.

Raymond James Financial first reported a position in IG in Q4 2024 and has held it in 7 quarters since. 20 funds tracked by Wall St. Rank hold IG as of Q2 2026.

  • Raymond James Financial held 1,029,202 shares of Principal Investment Grade Corporate Active ETF worth $21.3M as of Q2 2026.
  • Raymond James Financial bought 76,175 Principal Investment Grade Corporate Active ETF shares in Q2 2026, an estimated $1.57M.
  • Principal Investment Grade Corporate Active ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1518 holding.
  • Raymond James Financial first reported a position in Principal Investment Grade Corporate Active ETF in Q4 2024 and has held it in 7 quarters since.
  • 20 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.