AJ Advisors’s Principal Active High Yield ETF YLD Stock Holding History

AJ Advisors’s Portfolio YLD Stock Details YLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.49M	Buy	+77,941	New	+$1.48M	0.46%	18
2026 Q1	–	Sell	-74,021	Closed	-$1.41M	–	35
2025 Q4	$1.41M	Sell	74,021 -14,948	-17%	-$286K	0.52%	17
2025 Q3	$1.73M	Sell	88,969 -5,886	-6%	-$114K	0.71%	15
2025 Q2	$1.84M	Buy	+94,855	New	+$1.79M	0.82%	14
2024 Q4	–	Sell	-95,508	Closed	-$1.87M	–	34
2024 Q3	$1.87M	Sell	95,508 -3,001	-3%	-$57.9K	0.96%	13
2024 Q2	$1.88M	Sell	98,509 -2,659	-3%	-$50.5K	1.04%	13
2024 Q1	$1.94M	Sell	101,168 -4,288	-4%	-$81.3K	1.07%	13
2023 Q4	$1.99M	Buy	+105,456	New	+$1.93M	1.22%	12
2023 Q3	–	Sell	-126,686	Closed	-$2.33M	–	39
2023 Q2	$2.33M	Sell	126,686 -4,214	-3%	-$77K	1.62%	12
2023 Q1	$2.4M	Buy	+130,900	New	+$2.38M	1.76%	12

Other funds holding YLD

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BWG

Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

AJ Advisors's YLD Position: Q2 2026 in Review

AJ Advisors opened a new position in Principal Active High Yield ETF (YLD) in Q2 2026: 77,941 shares worth $1.49M. The stake represents 0.46% of the portfolio and ranks #18 among its holdings. This is a return to the name: AJ Advisors previously reported a position in YLD as recently as Q4 2025.

AJ Advisors first reported a position in YLD in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.4M in Q1 2023. 69 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

AJ Advisors held 77,941 shares of Principal Active High Yield ETF worth $1.49M as of Q2 2026.
Principal Active High Yield ETF was a new AJ Advisors position in Q2 2026.
Principal Active High Yield ETF made up 0.46% of AJ Advisors's portfolio in Q2 2026, its #18 holding.
AJ Advisors first reported a position in Principal Active High Yield ETF in Q1 2023 and has held it in 10 quarters since.
AJ Advisors's Principal Active High Yield ETF position peaked at $2.4M in Q1 2023.
69 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on AJ Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.