Empowered Funds
YLD icon

Empowered Funds’s Principal Active High Yield ETF YLD Stock Holding History

Empowered Funds’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
2025
Q2 		– Sell
-403,415
Closed -$7.64M – 1867
2025
Q1 		$7.64M Buy
+403,415
New +$7.79M 0.11% 237

Other funds holding YLD

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Ameritas Investment Partners
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
Nicolet Advisory Services
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Legacy CG
Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return

Empowered Funds's YLD Position: Q2 2025 in Review

Empowered Funds sold out of Principal Active High Yield ETF (YLD) in Q2 2025, closing a stake of 403,415 shares — an estimated $7.64M sold.

Empowered Funds first reported a position in YLD in Q1 2025 and held it in 1 quarter. The position peaked at $7.64M in Q1 2025. 61 funds tracked by Wall St. Rank hold YLD as of Q2 2025.

  • Empowered Funds reported no remaining Principal Active High Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Empowered Funds sold 403,415 Principal Active High Yield ETF shares in Q2 2025, an estimated $7.64M.
  • Empowered Funds first reported a position in Principal Active High Yield ETF in Q1 2025 and held it in 1 quarter.
  • Empowered Funds's Principal Active High Yield ETF position peaked at $7.64M in Q1 2025.
  • 61 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2025.

Based on Empowered Funds's 13F filing for Q2 2025, filed 11 Aug 2025.