Bogart Wealth LLC’s Principal Active High Yield ETF YLD Stock Holding History

Bogart Wealth LLC’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 Q1	–	Sell	-400	Closed	-$7.14K	–	1221
2022 Q4	$7.14K	Buy	+400	New	+$7.15K	﹤0.01%	606

Other funds holding YLD

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

Bogart Wealth LLC's YLD Position: Q1 2023 in Review

Bogart Wealth LLC sold out of Principal Active High Yield ETF (YLD) in Q1 2023, closing a stake of 400 shares — an estimated $7.14K sold.

Bogart Wealth LLC first reported a position in YLD in Q4 2022 and held it in 1 quarter. The position peaked at $7.14K in Q4 2022. 18 funds tracked by Wall St. Rank hold YLD as of Q1 2023.

Bogart Wealth LLC reported no remaining Principal Active High Yield ETF position as of Q1 2023 after selling out during the quarter.
Bogart Wealth LLC sold 400 Principal Active High Yield ETF shares in Q1 2023, an estimated $7.14K.
Bogart Wealth LLC first reported a position in Principal Active High Yield ETF in Q4 2022 and held it in 1 quarter.
Bogart Wealth LLC's Principal Active High Yield ETF position peaked at $7.14K in Q4 2022.
18 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2023.

Based on Bogart Wealth LLC's 13F filing for Q1 2023, filed 21 Apr 2023.