Belpointe Asset Management’s Principal Active High Yield ETF YLD Stock Holding History

Belpointe Asset Management’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	$247K	Sell	12,928 -155	-1%	-$2.95K	0.01%	971
2026 Q1	$248K	Buy	13,083 +308	+2%	+$5.87K	0.01%	928
2025 Q4	$243K	Buy	12,775 +428	+3%	+$8.18K	0.01%	891
2025 Q3	$240K	Buy	12,347 +927	+8%	+$17.9K	0.01%	865
2025 Q2	$221K	Buy	+11,420	New	+$216K	0.01%	848
2023 Q2	–	Sell	-8,947	Closed	-$164K	–	3442
2023 Q1	$164K	Buy	+8,947	New	+$163K	0.01%	1034

Other funds holding YLD

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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

Belpointe Asset Management's YLD Position: Q2 2026 in Review

Belpointe Asset Management reduced its Principal Active High Yield ETF (YLD) stake by 1.2% in Q2 2026, selling an estimated $2.95K and leaving 12,928 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #971.

Belpointe Asset Management first reported a position in YLD in Q1 2023 and has held it in 6 quarters since. The position peaked at $248K in Q1 2026. 69 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

Belpointe Asset Management held 12,928 shares of Principal Active High Yield ETF worth $247K as of Q2 2026.
Belpointe Asset Management sold 155 Principal Active High Yield ETF shares in Q2 2026, an estimated $2.95K.
Principal Active High Yield ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #971 holding.
Belpointe Asset Management first reported a position in Principal Active High Yield ETF in Q1 2023 and has held it in 6 quarters since.
Belpointe Asset Management's Principal Active High Yield ETF position peaked at $248K in Q1 2026.
69 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.