Carson Wealth (CWM LLC)
YLD icon

Carson Wealth (CWM LLC)’s Principal Active High Yield ETF YLD Stock Holding History

Carson Wealth (CWM 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
2025
Q2 		– Sell
-2,128
Closed -$41K – 5338
2025
Q1 		$41K Hold
2,128
– – ﹤0.01% 3152
2024
Q4 		$41K Buy
+2,128
New +$41.4K ﹤0.01% 2955

Other funds holding YLD

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Carson Wealth (CWM LLC)'s YLD Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Principal Active High Yield ETF (YLD) in Q2 2025, closing a stake of 2,128 shares — an estimated $41K sold.

Carson Wealth (CWM LLC) first reported a position in YLD in Q4 2024 and held it in 2 quarters. The position peaked at $41K in Q1 2025. 61 funds tracked by Wall St. Rank hold YLD as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Principal Active High Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,128 Principal Active High Yield ETF shares in Q2 2025, an estimated $41K.
  • Carson Wealth (CWM LLC) first reported a position in Principal Active High Yield ETF in Q4 2024 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Principal Active High Yield ETF position peaked at $41K in Q1 2025.
  • 61 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.