Western Wealth Management’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Western Wealth Management’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	$2.77M	Buy	+134,126	New	+$2.8M	0.11%	214
2024 Q4	–	Sell	-158,773	Closed	-$3.4M	–	701
2024 Q3	$3.4M	Buy	+158,773	New	+$3.33M	0.19%	100
2024 Q1	–	Sell	-188,973	Closed	-$3.97M	–	676
2023 Q4	$3.97M	Buy	188,973 +40,749	+27%	+$814K	0.29%	78
2023 Q3	$2.92M	Buy	148,224 +17,427	+13%	+$352K	0.25%	83
2023 Q2	$2.69M	Buy	130,797 +36,526	+39%	+$755K	0.23%	90
2023 Q1	$1.98M	Buy	+94,271	New	+$1.98M	0.18%	128

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Western Wealth Management's IG Position: Q1 2026 in Review

Western Wealth Management opened a new position in Principal Investment Grade Corporate Active ETF (IG) in Q1 2026: 134,126 shares worth $2.77M. The stake represents 0.11% of the portfolio and ranks #214 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in IG as recently as Q3 2024.

Western Wealth Management first reported a position in IG in Q1 2023 and has held it in 6 quarters since. The position peaked at $3.97M in Q4 2023. 24 funds tracked by Wall St. Rank hold IG as of Q1 2026.

Western Wealth Management held 134,126 shares of Principal Investment Grade Corporate Active ETF worth $2.77M as of Q1 2026.
Principal Investment Grade Corporate Active ETF was a new Western Wealth Management position in Q1 2026.
Principal Investment Grade Corporate Active ETF made up 0.11% of Western Wealth Management's portfolio in Q1 2026, its #214 holding.
Western Wealth Management first reported a position in Principal Investment Grade Corporate Active ETF in Q1 2023 and has held it in 6 quarters since.
Western Wealth Management's Principal Investment Grade Corporate Active ETF position peaked at $3.97M in Q4 2023.
24 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.