Commonwealth Equity Services’s Principal Active High Yield ETF YLD Stock Holding History

Commonwealth Equity 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	$241K	Sell	12,620 -113,621	-90%	-$2.16M	﹤0.01%	3969
2026 Q1	$2.39M	Buy	126,241 +12,767	+11%	+$243K	﹤0.01%	1854
2025 Q4	$2.16M	Buy	113,474 +33,779	+42%	+$646K	﹤0.01%	1907
2025 Q3	$1.55M	Buy	79,695 +37,372	+88%	+$721K	﹤0.01%	2227
2025 Q2	$820K	Buy	42,323 +5,237	+14%	+$99K	﹤0.01%	2742
2025 Q1	$706K	Buy	37,086 +9,065	+32%	+$175K	﹤0.01%	2755
2024 Q4	$537K	Buy	28,021 +12,734	+83%	+$247K	﹤0.01%	2903
2024 Q3	$299K	Sell	15,287 -8,256	-35%	-$159K	﹤0.01%	3358
2024 Q2	$449K	Buy	23,543 +1,668	+8%	+$31.7K	﹤0.01%	2925
2024 Q1	$419K	Sell	21,875 -4,312	-16%	-$81.7K	﹤0.01%	2973
2023 Q4	$494K	Sell	26,187 -2,286	-8%	-$41.8K	﹤0.01%	2720
2023 Q3	$514K	Sell	28,473 -12,069	-30%	-$221K	﹤0.01%	2562
2023 Q2	$744K	Buy	40,542 +297	+0.7%	+$5.43K	﹤0.01%	2318
2023 Q1	$736K	Sell	40,245 -162	-0.4%	-$2.95K	﹤0.01%	2254
2022 Q4	$721K	Buy	40,407 +115	+0.3%	+$2.06K	﹤0.01%	2176
2022 Q3	$698K	Buy	40,292 +1,309	+3%	+$23.8K	﹤0.01%	2157
2022 Q2	$691K	Buy	38,983 +415	+1%	+$7.84K	﹤0.01%	2179
2022 Q1	$769K	Buy	38,568 +359	+0.9%	+$7.24K	﹤0.01%	2187
2021 Q4	$795K	Sell	38,209 -2,656	-6%	-$55.3K	﹤0.01%	2153
2021 Q3	$855K	Buy	40,865 +281	+0.7%	+$5.88K	﹤0.01%	2044
2021 Q2	$847K	Sell	40,584 -1,648	-4%	-$34.1K	﹤0.01%	2045
2021 Q1	$861K	Sell	42,232 -2	-0%	-$40	﹤0.01%	1912
2020 Q4	$838K	Sell	42,234 -10	-0%	-$194	﹤0.01%	1773
2020 Q3	$796K	Sell	42,244 -454	-1%	-$8.51K	﹤0.01%	1635
2020 Q2	$771K	Buy	42,698 +492	+1%	+$8.65K	﹤0.01%	1582
2020 Q1	$681K	Buy	42,206 +12,292	+41%	+$236K	﹤0.01%	1500
2019 Q4	$613K	Buy	29,914 +10,418	+53%	+$211K	﹤0.01%	1745
2019 Q3	$391K	Buy	19,496 +4,592	+31%	+$91.8K	﹤0.01%	2018
2019 Q2	$298K	Buy	+14,904	New	+$296K	﹤0.01%	2203

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

Commonwealth Equity Services's YLD Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Principal Active High Yield ETF (YLD) stake by 90% in Q2 2026, selling an estimated $2.16M and leaving 12,620 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #3969.

Commonwealth Equity Services first reported a position in YLD in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.39M in Q1 2026. 69 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

Commonwealth Equity Services held 12,620 shares of Principal Active High Yield ETF worth $241K as of Q2 2026.
Commonwealth Equity Services sold 113,621 Principal Active High Yield ETF shares in Q2 2026, an estimated $2.16M.
Principal Active High Yield ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3969 holding.
Commonwealth Equity Services first reported a position in Principal Active High Yield ETF in Q2 2019 and has held it in 29 quarters since.
Commonwealth Equity Services's Principal Active High Yield ETF position peaked at $2.39M in Q1 2026.
69 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.