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Principal Investment Grade Corporate Active ETF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Envestnet Asset Management
Chicago,
Illinois
| $13.3M | +$4.68M | +227,426 | +54% |
|
2
Cerity Partners
New York
| $2.82M | +$79.2K | +3,846 | +3% |
|
3
Bank of America
Charlotte,
North Carolina
| $969K | +$977K | +47,453 | New |
|
|
IWP
4
Insight Wealth Partners
Plano,
Texas
| $681K | +$305K | +14,820 | +80% |
|
|
SWA
5
Stratos Wealth Advisors
Beachwood,
Ohio
| $500K | +$504K | +24,500 | New |
|
6
LPL Financial
San Diego,
California
| $464K | +$113K | +5,470 | +32% |
|
|
CC
7
Callan Capital
La Jolla,
California
| $240K | +$242K | +11,762 | New |
|
|
SIS
8
Sound Income Strategies
Ft Lauderdale,
Florida
| $78.4K | -$2.59K | -126 | -3% |
|
|
BAM
9
Belpointe Asset Management
Reno,
Nevada
| $58.1K | +$58.6K | +2,845 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $38K | +$6.63K | +322 | +22% |
|
11
Principal Financial Group
Des Moines,
Iowa
| – | -$52.2M | -2,550,000 | Closed |
|
12
Citadel Advisors
Miami,
Florida
| – | -$1.41M | -68,963 | Closed |
|
13
Jane Street
New York
| – | -$1.17M | -57,127 | Closed |
|