Envestnet Asset Management’s Principal Active High Yield ETF YLD Stock Holding History

Envestnet Asset 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 Q2	$82.7M	Buy	4,334,582 +1,446,360	+50%	+$27.5M	0.02%	642
2026 Q1	$54.8M	Buy	2,888,222 +576,698	+25%	+$11M	0.01%	757
2025 Q4	$43.9M	Buy	2,311,524 +695,608	+43%	+$13.3M	0.01%	801
2025 Q3	$31.4M	Buy	1,615,916 +599,314	+59%	+$11.6M	0.01%	1012
2025 Q2	$19.7M	Buy	1,016,602 +417,594	+70%	+$7.89M	0.01%	1266
2025 Q1	$11.4M	Buy	599,008 +53,551	+10%	+$1.03M	﹤0.01%	1575
2024 Q4	$10.5M	Buy	545,457 +28,455	+6%	+$553K	﹤0.01%	1613
2024 Q3	$10.1M	Buy	517,002 +316,018	+157%	+$6.09M	﹤0.01%	1621
2024 Q2	$3.83M	Buy	200,984 +24,775	+14%	+$470K	﹤0.01%	2202
2024 Q1	$3.38M	Buy	176,209 +26,531	+18%	+$503K	﹤0.01%	2246
2023 Q4	$2.82M	Buy	149,678 +101,660	+212%	+$1.86M	﹤0.01%	2249
2023 Q3	$867K	Buy	48,018 +2,613	+6%	+$47.8K	﹤0.01%	2910
2023 Q2	$833K	Buy	45,405 +7,663	+20%	+$140K	﹤0.01%	2876
2023 Q1	$691K	Buy	37,742 +1,166	+3%	+$21.2K	﹤0.01%	2933
2022 Q4	$653K	Buy	36,576 +770	+2%	+$13.8K	﹤0.01%	2938
2022 Q3	$621K	Buy	35,806 +3,245	+10%	+$58.9K	﹤0.01%	2884
2022 Q2	$578K	Buy	32,561 +2,865	+10%	+$54.1K	﹤0.01%	2983
2022 Q1	$592K	Buy	29,696 +2,111	+8%	+$42.6K	﹤0.01%	3022
2021 Q4	$575K	Buy	27,585 +2,012	+8%	+$41.9K	﹤0.01%	2984
2021 Q3	$535K	Buy	25,573 +1,721	+7%	+$36K	﹤0.01%	2929
2021 Q2	$498K	Buy	23,852 +1,748	+8%	+$36.2K	﹤0.01%	2985
2021 Q1	$451K	Buy	22,104 +792	+4%	+$15.9K	﹤0.01%	2902
2020 Q4	$423K	Buy	21,312 +1,572	+8%	+$30.4K	﹤0.01%	2747
2020 Q3	$372K	Buy	19,740 +1,238	+7%	+$23.2K	﹤0.01%	2627
2020 Q2	$334K	Buy	18,502 +614	+3%	+$10.8K	﹤0.01%	2628
2020 Q1	$289K	Buy	17,888 +4,176	+30%	+$80.2K	﹤0.01%	2569
2019 Q4	$281K	Buy	+13,712	New	+$277K	﹤0.01%	2768

Other funds holding YLD

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BWG

Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management's YLD Position: Q2 2026 in Review

Envestnet Asset Management increased its Principal Active High Yield ETF (YLD) stake by 50% in Q2 2026, buying an estimated $27.5M and bringing the position to 4,334,582 shares worth $82.7M. The position accounts for 0.02% of the portfolio, ranked #642.

Envestnet Asset Management first reported a position in YLD in Q4 2019 and has held it in 27 quarters since. 69 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

Envestnet Asset Management held 4,334,582 shares of Principal Active High Yield ETF worth $82.7M as of Q2 2026.
Envestnet Asset Management bought 1,446,360 Principal Active High Yield ETF shares in Q2 2026, an estimated $27.5M.
Principal Active High Yield ETF made up 0.02% of Envestnet Asset Management's portfolio in Q2 2026, its #642 holding.
Envestnet Asset Management first reported a position in Principal Active High Yield ETF in Q4 2019 and has held it in 27 quarters since.
69 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.