AJ Advisors’s Principal Active High Yield ETF YLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.84M | Buy |
+94,855
| New | +$1.84M | 0.82% | 14 |
|
2024
Q4 | – | Sell |
-95,508
| Closed | -$1.87M | – | 34 |
|
2024
Q3 | $1.87M | Sell |
95,508
-3,001
| -3% | -$58.6K | 0.96% | 13 |
|
2024
Q2 | $1.88M | Sell |
98,509
-2,659
| -3% | -$50.7K | 1.04% | 13 |
|
2024
Q1 | $1.94M | Sell |
101,168
-4,288
| -4% | -$82.2K | 1.07% | 13 |
|
2023
Q4 | $1.99M | Buy |
+105,456
| New | +$1.99M | 1.22% | 12 |
|
2023
Q3 | – | Sell |
-126,686
| Closed | -$2.33M | – | 39 |
|
2023
Q2 | $2.33M | Sell |
126,686
-4,214
| -3% | -$77.3K | 1.62% | 12 |
|
2023
Q1 | $2.4M | Buy |
+130,900
| New | +$2.4M | 1.76% | 12 |
|