Envestnet Portfolio Solutions
YLD icon

Envestnet Portfolio Solutions’s Principal Active High Yield ETF YLD Stock Holding History

Envestnet Portfolio Solutions’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
-194,512
Closed -$3.7M – 1535
2025
Q4 		$3.7M Sell
194,512
-17,200
-8% -$329K 0.01% 424
2025
Q3 		$4.12M Buy
211,712
+10,362
+5% +$200K 0.02% 385
2025
Q2 		$3.9M Buy
201,350
+79,853
+66% +$1.51M 0.01% 417
2025
Q1 		$2.31M Buy
+121,497
New +$2.34M 0.01% 543

Other funds holding YLD

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
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
BWG
Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Portfolio Solutions's YLD Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Principal Active High Yield ETF (YLD) in Q1 2026, closing a stake of 194,512 shares — an estimated $3.7M sold.

Envestnet Portfolio Solutions first reported a position in YLD in Q1 2025 and held it in 4 quarters. The position peaked at $4.12M in Q3 2025. 68 funds tracked by Wall St. Rank hold YLD as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Principal Active High Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 194,512 Principal Active High Yield ETF shares in Q1 2026, an estimated $3.7M.
  • Envestnet Portfolio Solutions first reported a position in Principal Active High Yield ETF in Q1 2025 and held it in 4 quarters.
  • Envestnet Portfolio Solutions's Principal Active High Yield ETF position peaked at $4.12M in Q3 2025.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.