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Stratos Wealth Advisors’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Stratos Wealth 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
2023
Q1 		– Sell
-24,500
Closed -$500K – 615
2022
Q4 		$500K Buy
+24,500
New +$504K 0.04% 403

Other funds holding IG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Stratos Wealth Advisors's IG Position: Q1 2023 in Review

Stratos Wealth Advisors sold out of Principal Investment Grade Corporate Active ETF (IG) in Q1 2023, closing a stake of 24,500 shares — an estimated $500K sold.

Stratos Wealth Advisors first reported a position in IG in Q4 2022 and held it in 1 quarter. The position peaked at $500K in Q4 2022. 14 funds tracked by Wall St. Rank hold IG as of Q1 2023.

  • Stratos Wealth Advisors reported no remaining Principal Investment Grade Corporate Active ETF position as of Q1 2023 after selling out during the quarter.
  • Stratos Wealth Advisors sold 24,500 Principal Investment Grade Corporate Active ETF shares in Q1 2023, an estimated $500K.
  • Stratos Wealth Advisors first reported a position in Principal Investment Grade Corporate Active ETF in Q4 2022 and held it in 1 quarter.
  • Stratos Wealth Advisors's Principal Investment Grade Corporate Active ETF position peaked at $500K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q1 2023.

Based on Stratos Wealth Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.