Fortress Wealth Management’s Principal Active High Yield ETF YLD Stock Holding History

Fortress Wealth Management’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
2025 Q2	–	Sell	-10,278	Closed	-$196K	–	76
2025 Q1	$196K	Sell	10,278 -15,007	-59%	-$290K	0.1%	71
2024 Q4	$485K	Sell	25,285 -16,168	-39%	-$314K	0.24%	49
2024 Q3	$810K	Sell	41,453 -101,135	-71%	-$1.95M	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%	+$240K	1.42%	20
2023 Q4	$2.47M	Buy	+130,766	New	+$2.39M	1.34%	24

Other funds holding YLD

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $3.25B AUM 28.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Fortress Wealth Management's YLD Position: Q2 2025 in Review

Fortress Wealth Management sold out of Principal Active High Yield ETF (YLD) in Q2 2025, closing a stake of 10,278 shares — an estimated $196K sold.

Fortress Wealth Management first reported a position in YLD in Q4 2023 and held it in 6 quarters. The position peaked at $2.75M in Q1 2024. 61 funds tracked by Wall St. Rank hold YLD as of Q2 2025.

Fortress Wealth Management reported no remaining Principal Active High Yield ETF position as of Q2 2025 after selling out during the quarter.
Fortress Wealth Management sold 10,278 Principal Active High Yield ETF shares in Q2 2025, an estimated $196K.
Fortress Wealth Management first reported a position in Principal Active High Yield ETF in Q4 2023 and held it in 6 quarters.
Fortress Wealth Management's Principal Active High Yield ETF position peaked at $2.75M in Q1 2024.
61 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2025.

Based on Fortress Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.