Cetera Investment Advisers
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Cetera Investment Advisers’s Principal Active High Yield ETF YLD Stock Holding History

Cetera Investment Advisers’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
Q1 		$191K Buy
+10,070
New +$192K ﹤0.01% 4299
2024
Q4 		– Sell
-15,860
Closed -$310K – 3904
2024
Q3 		$310K Sell
15,860
-261
-2% -$5.03K ﹤0.01% 3037
2024
Q2 		$307K Buy
16,121
+1,964
+14% +$37.3K ﹤0.01% 3013
2024
Q1 		$271K Buy
14,157
+784
+6% +$14.9K ﹤0.01% 3131
2023
Q4 		$252K Sell
13,373
-1,227
-8% -$22.4K ﹤0.01% 1894
2023
Q3 		$264K Sell
14,600
-3,608
-20% -$66K ﹤0.01% 1809
2023
Q2 		$334K Hold
18,208
– – ﹤0.01% 1673
2023
Q1 		$333K Hold
18,208
– – ﹤0.01% 1645
2022
Q4 		$325K Sell
18,208
-8,936
-33% -$160K ﹤0.01% 1614
2022
Q3 		$471K Buy
27,144
+1,486
+6% +$27K 0.01% 1009
2022
Q2 		$455K Sell
25,658
-5,826
-19% -$110K 0.01% 1151
2022
Q1 		$628K Sell
31,484
-314
-1% -$6.33K 0.01% 1020
2021
Q4 		$662K Sell
31,798
-1,680
-5% -$35K 0.01% 1021
2021
Q3 		$701K Sell
33,478
-754
-2% -$15.8K 0.01% 929
2021
Q2 		$715K Sell
34,232
-1,206
-3% -$25K 0.01% 918
2021
Q1 		$723K Buy
35,438
+196
+0.6% +$3.94K 0.01% 800
2020
Q4 		$700K Sell
35,242
-7,936
-18% -$154K 0.01% 812
2020
Q3 		$814K Sell
43,178
-9,308
-18% -$175K 0.07% 290
2020
Q2 		$948K Sell
52,486
-7,924
-13% -$139K 0.09% 246
2020
Q1 		$975K Buy
60,410
+14,280
+31% +$274K 0.12% 197
2019
Q4 		$942K Buy
46,130
+5,036
+12% +$102K 0.09% 222
2019
Q3 		$824K Buy
41,094
+4,206
+11% +$84.1K 0.1% 215
2019
Q2 		$737K Buy
36,888
+15,560
+73% +$309K 0.1% 225
2019
Q1 		$424K Buy
21,328
+8,234
+63% +$161K 0.06% 304
2018
Q4 		$247K Buy
+13,094
New +$258K 0.04% 384

Other funds holding YLD

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers's YLD Position: Q1 2026 in Review

Cetera Investment Advisers opened a new position in Principal Active High Yield ETF (YLD) in Q1 2026: 10,070 shares worth $191K. The stake represents ﹤0.01% of the portfolio and ranks #4299 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in YLD as recently as Q3 2024.

Cetera Investment Advisers first reported a position in YLD in Q4 2018 and has held it in 25 quarters since. The position peaked at $975K in Q1 2020. 68 funds tracked by Wall St. Rank hold YLD as of Q1 2026.

  • Cetera Investment Advisers held 10,070 shares of Principal Active High Yield ETF worth $191K as of Q1 2026.
  • Principal Active High Yield ETF was a new Cetera Investment Advisers position in Q1 2026.
  • Principal Active High Yield ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4299 holding.
  • Cetera Investment Advisers first reported a position in Principal Active High Yield ETF in Q4 2018 and has held it in 25 quarters since.
  • Cetera Investment Advisers's Principal Active High Yield ETF position peaked at $975K in Q1 2020.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.