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

Cyndeo Wealth Partners’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	$20.3M	Buy	1,070,783 +98,935	+10%	+$1.88M	1.07%	18
2025 Q4	$18.5M	Buy	971,848 +38,514	+4%	+$736K	1%	24
2025 Q3	$18.2M	Sell	933,334 -4,492	-0.5%	-$86.6K	1.01%	25
2025 Q2	$18.2M	Buy	937,826 +8,289	+0.9%	+$157K	1.08%	17
2025 Q1	$17.7M	Buy	929,537 +49,077	+6%	+$947K	1.16%	17
2024 Q4	$16.9M	Buy	880,460 +16,051	+2%	+$312K	1.14%	17
2024 Q3	$16.9M	Buy	864,409 +25,060	+3%	+$483K	1.18%	12
2024 Q2	$16M	Buy	839,349 +23,384	+3%	+$444K	1.25%	14
2024 Q1	$15.6M	Buy	815,965 +4,218	+0.5%	+$79.9K	1.3%	13
2023 Q4	$15.3M	Buy	811,747 +9,113	+1%	+$167K	1.42%	12
2023 Q3	$14.5M	Buy	802,634 +22,787	+3%	+$417K	1.51%	12
2023 Q2	$14.3M	Buy	+779,847	New	+$14.2M	1.5%	14

Other funds holding YLD

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

Cyndeo Wealth Partners's YLD Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its Principal Active High Yield ETF (YLD) stake by 10% in Q1 2026, buying an estimated $1.88M and bringing the position to 1,070,783 shares worth $20.3M. The position accounts for 1.07% of the portfolio, ranked #18.

Cyndeo Wealth Partners first reported a position in YLD in Q2 2023 and has held it in 12 quarters since. 68 funds tracked by Wall St. Rank hold YLD as of Q1 2026.

Cyndeo Wealth Partners held 1,070,783 shares of Principal Active High Yield ETF worth $20.3M as of Q1 2026.
Cyndeo Wealth Partners bought 98,935 Principal Active High Yield ETF shares in Q1 2026, an estimated $1.88M.
Principal Active High Yield ETF made up 1.07% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #18 holding.
Cyndeo Wealth Partners first reported a position in Principal Active High Yield ETF in Q2 2023 and has held it in 12 quarters since.
68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.