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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
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 $6.82B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's YLD Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Principal Active High Yield ETF (YLD) stake by 18% in Q1 2026, buying an estimated $24.1K and bringing the position to 8,370 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #341.

Annis Gardner Whiting Capital Advisors first reported a position in YLD in Q3 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold YLD as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 8,370 shares of Principal Active High Yield ETF worth $159K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 1,267 Principal Active High Yield ETF shares in Q1 2026, an estimated $24.1K.
  • Principal Active High Yield ETF made up 0.03% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #341 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Principal Active High Yield ETF in Q3 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.