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

Capital Investment Advisory Services’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	$1.39M	Buy	72,642 +3,362	+5%	+$63.9K	0.09%	238
2026 Q1	$1.31M	Buy	69,280 +10,312	+17%	+$196K	0.1%	215
2025 Q4	$1.12M	Buy	58,968 +16,493	+39%	+$315K	0.08%	242
2025 Q3	$826K	Sell	42,475 -5,492	-11%	-$106K	0.07%	275
2025 Q2	$929K	Buy	47,967 +8,717	+22%	+$165K	0.08%	236
2025 Q1	$748K	Buy	39,250 +31,013	+377%	+$599K	0.07%	255
2024 Q4	$158K	Buy	8,237 +5,826	+242%	+$113K	0.02%	511
2024 Q3	$47.1K	Buy	2,411 +1,325	+122%	+$25.5K	﹤0.01%	697
2024 Q2	$20.7K	Buy	1,086 +34	+3%	+$645	﹤0.01%	768
2024 Q1	$20.2K	Buy	+1,052	New	+$19.9K	﹤0.01%	758

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

Capital Investment Advisory Services's YLD Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Principal Active High Yield ETF (YLD) stake by 4.9% in Q2 2026, buying an estimated $63.9K and bringing the position to 72,642 shares worth $1.39M. The position accounts for 0.09% of the portfolio, ranked #238.

Capital Investment Advisory Services first reported a position in YLD in Q1 2024 and has held it in 10 quarters since. 68 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

Capital Investment Advisory Services held 72,642 shares of Principal Active High Yield ETF worth $1.39M as of Q2 2026.
Capital Investment Advisory Services bought 3,362 Principal Active High Yield ETF shares in Q2 2026, an estimated $63.9K.
Principal Active High Yield ETF made up 0.09% of Capital Investment Advisory Services's portfolio in Q2 2026, its #238 holding.
Capital Investment Advisory Services first reported a position in Principal Active High Yield ETF in Q1 2024 and has held it in 10 quarters since.
68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

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