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 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

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

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

Raymond James Financial's IG Position: Q1 2026 in Review

Raymond James Financial increased its Principal Investment Grade Corporate Active ETF (IG) stake by 0.95% in Q1 2026, buying an estimated $187K and bringing the position to 953,027 shares worth $19.7M. The position accounts for 0.01% of the portfolio, ranked #1486.

Raymond James Financial first reported a position in IG in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.7M in Q4 2025. 24 funds tracked by Wall St. Rank hold IG as of Q1 2026.

Raymond James Financial held 953,027 shares of Principal Investment Grade Corporate Active ETF worth $19.7M as of Q1 2026.
Raymond James Financial bought 8,965 Principal Investment Grade Corporate Active ETF shares in Q1 2026, an estimated $187K.
Principal Investment Grade Corporate Active ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1486 holding.
Raymond James Financial first reported a position in Principal Investment Grade Corporate Active ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Principal Investment Grade Corporate Active ETF position peaked at $19.7M in Q4 2025.
24 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.