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Atria Investments’s Principal Active High Yield ETF YLD Stock Holding History

Atria Investments’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 		$665K Buy
34,876
+4,588
+15% +$87.2K 0.01% 1365
2026
Q1 		$574K Buy
30,288
+3,406
+13% +$64.9K 0.01% 1375
2025
Q4 		$511K Buy
26,882
+11,202
+71% +$214K 0.01% 1432
2025
Q3 		$305K Buy
+15,680
New +$302K ﹤0.01% 1709

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

Atria Investments's YLD Position: Q2 2026 in Review

Atria Investments increased its Principal Active High Yield ETF (YLD) stake by 15% in Q2 2026, buying an estimated $87.2K and bringing the position to 34,876 shares worth $665K. The position accounts for 0.01% of the portfolio, ranked #1365.

Atria Investments first reported a position in YLD in Q3 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • Atria Investments held 34,876 shares of Principal Active High Yield ETF worth $665K as of Q2 2026.
  • Atria Investments bought 4,588 Principal Active High Yield ETF shares in Q2 2026, an estimated $87.2K.
  • Principal Active High Yield ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1365 holding.
  • Atria Investments first reported a position in Principal Active High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.