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Spartan Wealth Advisory Services LLC’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$10.8M Buy
524,830
+15,575
+3% +$321K 0.89% 26
2026
Q1 		$10.5M Buy
+509,255
New +$10.6M 0.92% 24

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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

Spartan Wealth Advisory Services LLC's IG Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Principal Investment Grade Corporate Active ETF (IG) stake by 3.1% in Q2 2026, buying an estimated $321K and bringing the position to 524,830 shares worth $10.8M. The position accounts for 0.89% of the portfolio, ranked #26.

Spartan Wealth Advisory Services LLC first reported a position in IG in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold IG as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 524,830 shares of Principal Investment Grade Corporate Active ETF worth $10.8M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 15,575 Principal Investment Grade Corporate Active ETF shares in Q2 2026, an estimated $321K.
  • Principal Investment Grade Corporate Active ETF made up 0.89% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #26 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Principal Investment Grade Corporate Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.