CWP
Cyndeo Wealth Partners’s Principal Active High Yield ETF YLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Buy |
937,826
+8,289
| +0.9% | +$161K | 1.08% | 17 |
|
|
2025
Q1 | $17.7M | Buy |
929,537
+49,077
| +6% | +$935K | 1.16% | 17 |
|
|
2024
Q4 | $16.9M | Buy |
880,460
+16,051
| +2% | +$308K | 1.14% | 17 |
|
|
2024
Q3 | $16.9M | Buy |
864,409
+25,060
| +3% | +$489K | 1.18% | 12 |
|
|
2024
Q2 | $16M | Buy |
839,349
+23,384
| +3% | +$445K | 1.25% | 14 |
|
|
2024
Q1 | $15.6M | Buy |
815,965
+4,218
| +0.5% | +$80.8K | 1.3% | 13 |
|
|
2023
Q4 | $15.3M | Buy |
811,747
+9,113
| +1% | +$172K | 1.42% | 12 |
|
|
2023
Q3 | $14.5M | Buy |
802,634
+22,787
| +3% | +$411K | 1.51% | 12 |
|
|
2023
Q2 | $14.3M | Buy |
+779,847
| New | +$14.3M | 1.5% | 14 |
|