EWM
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Elevatus Welath Management’s Principal Active High Yield ETF YLD Stock Holding History

Elevatus Welath Management’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 		– Sell
-107,017
Closed -$2.03M – 167
2025
Q4 		$2.03M Buy
107,017
+96,436
+911% +$1.84M 0.56% 52
2025
Q3 		$206K Buy
+10,581
New +$204K 0.06% 124

Other funds holding YLD

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Elevatus Welath Management's YLD Position: Q1 2026 in Review

Elevatus Welath Management sold out of Principal Active High Yield ETF (YLD) in Q1 2026, closing a stake of 107,017 shares — an estimated $2.03M sold.

Elevatus Welath Management first reported a position in YLD in Q3 2025 and held it in 2 quarters. The position peaked at $2.03M in Q4 2025. 68 funds tracked by Wall St. Rank hold YLD as of Q1 2026.

  • Elevatus Welath Management reported no remaining Principal Active High Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Elevatus Welath Management sold 107,017 Principal Active High Yield ETF shares in Q1 2026, an estimated $2.03M.
  • Elevatus Welath Management first reported a position in Principal Active High Yield ETF in Q3 2025 and held it in 2 quarters.
  • Elevatus Welath Management's Principal Active High Yield ETF position peaked at $2.03M in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2026.

Based on Elevatus Welath Management's 13F filing for Q1 2026, filed 15 Apr 2026.