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CreativeOne Wealth’s Principal Active High Yield ETF YLD Stock Holding History

CreativeOne Wealth’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 		$2.15M Buy
112,605
+43,048
+62% +$818K 0.05% 341
2026
Q1 		$1.32M Buy
69,557
+59,514
+593% +$1.13M 0.03% 475
2025
Q4 		$191K Sell
10,043
-17,200
-63% -$329K ﹤0.01% 1136
2025
Q3 		$530K Sell
27,243
-3,618
-12% -$69.8K 0.01% 755
2025
Q2 		$598K Sell
30,861
-8,257
-21% -$156K 0.02% 678
2025
Q1 		$745K Buy
+39,118
New +$755K 0.02% 573

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 22.96% 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

CreativeOne Wealth's YLD Position: Q2 2026 in Review

CreativeOne Wealth increased its Principal Active High Yield ETF (YLD) stake by 62% in Q2 2026, buying an estimated $818K and bringing the position to 112,605 shares worth $2.15M. The position accounts for 0.05% of the portfolio, ranked #341.

CreativeOne Wealth first reported a position in YLD in Q1 2025 and has held it in 6 quarters since. 68 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • CreativeOne Wealth held 112,605 shares of Principal Active High Yield ETF worth $2.15M as of Q2 2026.
  • CreativeOne Wealth bought 43,048 Principal Active High Yield ETF shares in Q2 2026, an estimated $818K.
  • Principal Active High Yield ETF made up 0.05% of CreativeOne Wealth's portfolio in Q2 2026, its #341 holding.
  • CreativeOne Wealth first reported a position in Principal Active High Yield ETF in Q1 2025 and has held it in 6 quarters since.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.