Focus Financial Network
YLD icon

Focus Financial Network’s Principal Active High Yield ETF YLD Stock Holding History

Focus Financial Network’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
2024
Q1 		– Sell
-27,203
Closed -$516K – 768
2023
Q4 		$516K Buy
+27,203
New +$497K 0.02% 449
2021
Q4 		– Sell
-28,180
Closed -$590K – 454
2021
Q3 		$590K Hold
28,180
– – 0.08% 221
2021
Q2 		$589K Hold
28,180
– – 0.08% 234
2021
Q1 		$575K Buy
+28,180
New +$566K 0.07% 236

Other funds holding YLD

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Nicolet Advisory Services
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
Ameritas Investment Partners
Ameritas Investment Partners Lincoln, Nebraska $3.66B AUM 35.13% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return
Strategic Planning Group
Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
Cedar Point Capital Partners
Cedar Point Capital Partners Cedar Rapids, Iowa $175M AUM 12.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fortress Wealth Management
Fortress Wealth Management Culver City, California $225M AUM 11.46% 1-Year Est. Return

Focus Financial Network's YLD Position: Q1 2024 in Review

Focus Financial Network sold out of Principal Active High Yield ETF (YLD) in Q1 2024, closing a stake of 27,203 shares — an estimated $516K sold.

Focus Financial Network first reported a position in YLD in Q1 2021 and held it in 4 quarters. The position peaked at $590K in Q3 2021. 37 funds tracked by Wall St. Rank hold YLD as of Q1 2024.

  • Focus Financial Network reported no remaining Principal Active High Yield ETF position as of Q1 2024 after selling out during the quarter.
  • Focus Financial Network sold 27,203 Principal Active High Yield ETF shares in Q1 2024, an estimated $516K.
  • Focus Financial Network first reported a position in Principal Active High Yield ETF in Q1 2021 and held it in 4 quarters.
  • Focus Financial Network's Principal Active High Yield ETF position peaked at $590K in Q3 2021.
  • 37 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.