Bank of Montreal
YLD icon

Bank of Montreal’s Principal Active High Yield ETF YLD Stock Holding History

Bank of Montreal’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
2023
Q4 		– Sell
-58,056
Closed -$1.07M – 4343
2023
Q3 		$1.07M Buy
+58,056
New +$1.06M ﹤0.01% 2022

Other funds holding YLD

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
CPCP
Cedar Point Capital Partners Cedar Rapids, Iowa $174M AUM 19.71% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FWM
Fortress Wealth Management Culver City, California $225M AUM 11.46% 1-Year Est. Return

Bank of Montreal's YLD Position: Q4 2023 in Review

Bank of Montreal sold out of Principal Active High Yield ETF (YLD) in Q4 2023, closing a stake of 58,056 shares — an estimated $1.07M sold.

Bank of Montreal first reported a position in YLD in Q3 2023 and held it in 1 quarter. The position peaked at $1.07M in Q3 2023. 35 funds tracked by Wall St. Rank hold YLD as of Q4 2023.

  • Bank of Montreal reported no remaining Principal Active High Yield ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 58,056 Principal Active High Yield ETF shares in Q4 2023, an estimated $1.07M.
  • Bank of Montreal first reported a position in Principal Active High Yield ETF in Q3 2023 and held it in 1 quarter.
  • Bank of Montreal's Principal Active High Yield ETF position peaked at $1.07M in Q3 2023.
  • 35 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.