Fortress Wealth Management’s Principal Active High Yield ETF YLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,278
| Closed | -$196K | – | 75 |
|
|
2025
Q1 | $196K | Sell |
10,278
-15,007
| -59% | -$286K | 0.1% | 71 |
|
|
2024
Q4 | $485K | Sell |
25,285
-16,168
| -39% | -$310K | 0.24% | 49 |
|
|
2024
Q3 | $810K | Sell |
41,453
-101,135
| -71% | -$1.98M | 0.4% | 42 |
|
|
2024
Q2 | $2.72M | Sell |
142,588
-815
| -0.6% | -$15.5K | 1.39% | 21 |
|
|
2024
Q1 | $2.75M | Buy |
143,403
+12,637
| +10% | +$242K | 1.42% | 20 |
|
|
2023
Q4 | $2.47M | Buy |
+130,766
| New | +$2.47M | 1.34% | 24 |
|