BCI
YLD icon

Brinker Capital Investments’s Principal Active High Yield ETF YLD Stock Holding History

Brinker Capital Investments’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
2025
Q1 		– Sell
-36,239
Closed -$695K – 1990
2024
Q4 		$695K Sell
36,239
-324
-0.9% -$6.3K 0.01% 1222
2024
Q3 		$714K Buy
36,563
+11,478
+46% +$221K 0.01% 1192
2024
Q2 		$478K Sell
25,085
-3,219
-11% -$61.1K 0.01% 1286
2024
Q1 		$542K Sell
28,304
-4,721
-14% -$89.5K 0.01% 1232
2023
Q4 		$626K Sell
33,025
-520
-2% -$9.51K 0.01% 1129
2023
Q3 		$605K Sell
33,545
-35,821
-52% -$655K 0.01% 1134
2023
Q2 		$1.27M Buy
69,366
+34,030
+96% +$622K 0.01% 845
2023
Q1 		$647K Sell
35,336
-2,269
-6% -$41.3K 0.01% 1048
2022
Q4 		$671K Buy
37,605
+4,544
+14% +$81.2K 0.01% 883
2022
Q3 		$573K Sell
33,061
-763
-2% -$13.9K 0.01% 899
2022
Q2 		$600K Buy
+33,824
New +$639K 0.01% 917

Other funds holding YLD

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LPL Financial
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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Brinker Capital Investments's YLD Position: Q1 2025 in Review

Brinker Capital Investments sold out of Principal Active High Yield ETF (YLD) in Q1 2025, closing a stake of 36,239 shares — an estimated $695K sold.

Brinker Capital Investments first reported a position in YLD in Q2 2022 and held it in 11 quarters. The position peaked at $1.27M in Q2 2023. 57 funds tracked by Wall St. Rank hold YLD as of Q1 2025.

  • Brinker Capital Investments reported no remaining Principal Active High Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 36,239 Principal Active High Yield ETF shares in Q1 2025, an estimated $695K.
  • Brinker Capital Investments first reported a position in Principal Active High Yield ETF in Q2 2022 and held it in 11 quarters.
  • Brinker Capital Investments's Principal Active High Yield ETF position peaked at $1.27M in Q2 2023.
  • 57 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2025.

Based on Brinker Capital Investments's 13F filing for Q1 2025, filed 1 Aug 2025.