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Annis Gardner Whiting Capital Advisors’s Principal Active High Yield ETF YLD Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-8,370
Closed -$159K – 1283
2026
Q1 		$159K Buy
8,370
+1,267
+18% +$24.1K 0.03% 341
2025
Q4 		$135K Hold
7,103
– – 0.03% 357
2025
Q3 		$138K Buy
+7,103
New +$137K 0.03% 327

Other funds holding YLD

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
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

Annis Gardner Whiting Capital Advisors's YLD Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Principal Active High Yield ETF (YLD) in Q2 2026, closing a stake of 8,370 shares — an estimated $159K sold.

Annis Gardner Whiting Capital Advisors first reported a position in YLD in Q3 2025 and held it in 3 quarters. The position peaked at $159K in Q1 2026. 69 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Principal Active High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 8,370 Principal Active High Yield ETF shares in Q2 2026, an estimated $159K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Principal Active High Yield ETF in Q3 2025 and held it in 3 quarters.
  • Annis Gardner Whiting Capital Advisors's Principal Active High Yield ETF position peaked at $159K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.