Allied Private Wealth’s Principal Active High Yield ETF YLD Stock Holding History

Allied Private Wealth’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	$192K	Buy	+10,159	New	+$193K	0.12%	115

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

Allied Private Wealth's YLD Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Principal Active High Yield ETF (YLD) in Q2 2026: 10,159 shares worth $192K. The stake represents 0.12% of the portfolio and ranks #115 among its holdings.

68 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

Allied Private Wealth held 10,159 shares of Principal Active High Yield ETF worth $192K as of Q2 2026.
Principal Active High Yield ETF was a new Allied Private Wealth position in Q2 2026.
Principal Active High Yield ETF made up 0.12% of Allied Private Wealth's portfolio in Q2 2026, its #115 holding.
68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.