Equitable Holdings’s Principal Active High Yield ETF YLD Stock Holding History

Equitable Holdings’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	-16,158	Closed	-$307K	–	1766
2025 Q4	$307K	Sell	16,158 -6,435	-28%	-$123K	﹤0.01%	1314
2025 Q3	$439K	Buy	22,593 +5,002	+28%	+$96.5K	﹤0.01%	1125
2025 Q2	$341K	Buy	17,591 +3,922	+29%	+$74.1K	﹤0.01%	1154
2025 Q1	$260K	Sell	13,669 -7,399	-35%	-$143K	﹤0.01%	1153
2024 Q4	$404K	Buy	21,068 +2,088	+11%	+$40.6K	﹤0.01%	937
2024 Q3	$371K	Sell	18,980 -1,976	-9%	-$38.1K	﹤0.01%	964
2024 Q2	$399K	Buy	20,956 +10,306	+97%	+$196K	﹤0.01%	904
2024 Q1	$204K	Buy	+10,650	New	+$202K	﹤0.01%	1089

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

BWG

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

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

Equitable Holdings's YLD Position: Q1 2026 in Review

Equitable Holdings sold out of Principal Active High Yield ETF (YLD) in Q1 2026, closing a stake of 16,158 shares — an estimated $307K sold.

Equitable Holdings first reported a position in YLD in Q1 2024 and held it in 8 quarters. The position peaked at $439K in Q3 2025. 69 funds tracked by Wall St. Rank hold YLD as of Q1 2026.

Equitable Holdings reported no remaining Principal Active High Yield ETF position as of Q1 2026 after selling out during the quarter.
Equitable Holdings sold 16,158 Principal Active High Yield ETF shares in Q1 2026, an estimated $307K.
Equitable Holdings first reported a position in Principal Active High Yield ETF in Q1 2024 and held it in 8 quarters.
Equitable Holdings's Principal Active High Yield ETF position peaked at $439K in Q3 2025.
69 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.