BlueStem Wealth Partners’s Principal Active High Yield ETF YLD Stock Holding History

BlueStem Wealth Partners’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	$5.65M	Buy	297,854 +17,661	+6%	+$336K	0.63%	32
2025 Q4	$5.33M	Buy	280,193 +12,428	+5%	+$238K	0.59%	32
2025 Q3	$5.21M	Buy	267,765 +38,228	+17%	+$737K	0.6%	27
2025 Q2	$4.45M	Buy	229,537 +20,161	+10%	+$381K	0.55%	27
2025 Q1	$3.99M	Buy	+209,376	New	+$4.04M	0.54%	26

Other funds holding YLD

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $3.25B AUM 28.52% 1-Year Est. Return

BWG

Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BlueStem Wealth Partners's YLD Position: Q1 2026 in Review

BlueStem Wealth Partners increased its Principal Active High Yield ETF (YLD) stake by 6.3% in Q1 2026, buying an estimated $336K and bringing the position to 297,854 shares worth $5.65M. The position accounts for 0.63% of the portfolio, ranked #32.

BlueStem Wealth Partners first reported a position in YLD in Q1 2025 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold YLD as of Q1 2026.

BlueStem Wealth Partners held 297,854 shares of Principal Active High Yield ETF worth $5.65M as of Q1 2026.
BlueStem Wealth Partners bought 17,661 Principal Active High Yield ETF shares in Q1 2026, an estimated $336K.
Principal Active High Yield ETF made up 0.63% of BlueStem Wealth Partners's portfolio in Q1 2026, its #32 holding.
BlueStem Wealth Partners first reported a position in Principal Active High Yield ETF in Q1 2025 and has held it in 5 quarters since.
68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.