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 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 $6.82B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

BWG

Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AJ Advisors's YLD Position: Q1 2026 in Review

AJ Advisors sold out of Principal Active High Yield ETF (YLD) in Q1 2026, closing a stake of 74,021 shares — an estimated $1.41M sold.

AJ Advisors first reported a position in YLD in Q1 2023 and held it in 9 quarters. The position peaked at $2.4M in Q1 2023. 68 funds tracked by Wall St. Rank hold YLD as of Q1 2026.

AJ Advisors reported no remaining Principal Active High Yield ETF position as of Q1 2026 after selling out during the quarter.
AJ Advisors sold 74,021 Principal Active High Yield ETF shares in Q1 2026, an estimated $1.41M.
AJ Advisors first reported a position in Principal Active High Yield ETF in Q1 2023 and held it in 9 quarters.
AJ Advisors's Principal Active High Yield ETF position peaked at $2.4M in Q1 2023.
68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2026.

Based on AJ Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.