EP Wealth Advisors’s Principal Active High Yield ETF YLD Stock Holding History

EP Wealth Advisors’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	$118K	Buy	+6,195	New	+$118K	﹤0.01%	1637

Other funds holding YLD

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

EP Wealth Advisors's YLD Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Principal Active High Yield ETF (YLD) in Q2 2026: 6,195 shares worth $118K. The stake represents ﹤0.01% of the portfolio and ranks #1637 among its holdings.

68 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

EP Wealth Advisors held 6,195 shares of Principal Active High Yield ETF worth $118K as of Q2 2026.
Principal Active High Yield ETF was a new EP Wealth Advisors position in Q2 2026.
Principal Active High Yield ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1637 holding.
68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.