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 Q3	$21.8M	Buy	1,183,372 +70,815	+6%	+$1.34M	0.99%	20
2026 Q2	$21.2M	Buy	1,112,557 +41,774	+4%	+$794K	1%	17
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 Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Manske Wealth Management Houston, Texas $427M AUM 20.62% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Transcendent Capital Group Edmond, Oklahoma $248M AUM 19.5% 1-Year Est. Return

Cyndeo Wealth Partners's YLD Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Principal Active High Yield ETF (YLD) stake by 6.4% in Q3 2026, buying an estimated $1.34M and bringing the position to 1,183,372 shares worth $21.8M. The position accounts for 0.99% of the portfolio, ranked #20.

Cyndeo Wealth Partners first reported a position in YLD in Q2 2023 and has held it in 14 quarters since. 22 funds tracked by Wall St. Rank hold YLD as of Q3 2026.

Cyndeo Wealth Partners held 1,183,372 shares of Principal Active High Yield ETF worth $21.8M as of Q3 2026.
Cyndeo Wealth Partners bought 70,815 Principal Active High Yield ETF shares in Q3 2026, an estimated $1.34M.
Principal Active High Yield ETF made up 0.99% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #20 holding.
Cyndeo Wealth Partners first reported a position in Principal Active High Yield ETF in Q2 2023 and has held it in 14 quarters since.
22 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.