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Cape Investment Advisory’s Principal Active High Yield ETF YLD Stock Holding History

Cape Investment Advisory’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 		$58.4K Buy
+3,059
New +$58.1K 0.02% 454
2026
Q1 		– Sell
-3,037
Closed -$57.7K – 1247
2025
Q4 		$57.7K Buy
3,037
+1,175
+63% +$22.5K 0.02% 387
2025
Q3 		$36.2K Sell
1,862
-1,067
-36% -$20.6K 0.04% 258
2025
Q2 		$56.7K Buy
2,929
+297
+11% +$5.61K 0.02% 355
2025
Q1 		$50.1K Buy
2,632
+485
+23% +$9.36K 0.02% 334
2024
Q4 		$41.2K Buy
2,147
+285
+15% +$5.54K 0.02% 352
2024
Q3 		$36.4K Buy
+1,862
New +$35.9K 0.01% 363

Other funds holding YLD

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
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

Cape Investment Advisory's YLD Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Principal Active High Yield ETF (YLD) in Q2 2026: 3,059 shares worth $58.4K. The stake represents 0.02% of the portfolio and ranks #454 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in YLD as recently as Q4 2025.

Cape Investment Advisory first reported a position in YLD in Q3 2024 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • Cape Investment Advisory held 3,059 shares of Principal Active High Yield ETF worth $58.4K as of Q2 2026.
  • Principal Active High Yield ETF was a new Cape Investment Advisory position in Q2 2026.
  • Principal Active High Yield ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #454 holding.
  • Cape Investment Advisory first reported a position in Principal Active High Yield ETF in Q3 2024 and has held it in 7 quarters since.
  • 69 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.