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 Q2	$4.52M	Buy	218,599 +84,473	+63%	+$1.74M	0.15%	138
2026 Q1	$2.77M	Buy	+134,126	New	+$2.8M	0.11%	214
2025 Q1	–	Sell	-140,147	Closed	-$2.85M	–	718
2024 Q4	$2.85M	Sell	140,147 -18,626	-12%	-$388K	0.15%	134
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 $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Western Wealth Management's IG Position: Q2 2026 in Review

Western Wealth Management increased its Principal Investment Grade Corporate Active ETF (IG) stake by 63% in Q2 2026, buying an estimated $1.74M and bringing the position to 218,599 shares worth $4.52M. The position accounts for 0.15% of the portfolio, ranked #138.

Western Wealth Management first reported a position in IG in Q1 2023 and has held it in 8 quarters since. 20 funds tracked by Wall St. Rank hold IG as of Q2 2026.

Western Wealth Management held 218,599 shares of Principal Investment Grade Corporate Active ETF worth $4.52M as of Q2 2026.
Western Wealth Management bought 84,473 Principal Investment Grade Corporate Active ETF shares in Q2 2026, an estimated $1.74M.
Principal Investment Grade Corporate Active ETF made up 0.15% of Western Wealth Management's portfolio in Q2 2026, its #138 holding.
Western Wealth Management first reported a position in Principal Investment Grade Corporate Active ETF in Q1 2023 and has held it in 8 quarters since.
20 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.