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Balanced Wealth Group’s Principal Active High Yield ETF YLD Stock Holding History

Balanced Wealth Group’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 		$16.4M Buy
860,404
+37,330
+5% +$709K 5.19% 5
2026
Q1 		$15.6M Buy
823,074
+110,770
+16% +$2.11M 5.59% 5
2025
Q4 		$13.8M Buy
+712,304
New +$13.6M 5.04% 5

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Balanced Wealth Group's YLD Position: Q2 2026 in Review

Balanced Wealth Group increased its Principal Active High Yield ETF (YLD) stake by 4.5% in Q2 2026, buying an estimated $709K and bringing the position to 860,404 shares worth $16.4M. The position accounts for 5.19% of the portfolio, ranked #5.

Balanced Wealth Group first reported a position in YLD in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • Balanced Wealth Group held 860,404 shares of Principal Active High Yield ETF worth $16.4M as of Q2 2026.
  • Balanced Wealth Group bought 37,330 Principal Active High Yield ETF shares in Q2 2026, an estimated $709K.
  • Principal Active High Yield ETF made up 5.19% of Balanced Wealth Group's portfolio in Q2 2026, its #5 holding.
  • Balanced Wealth Group first reported a position in Principal Active High Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.