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Gallagher Fiduciary Advisors’s Principal Active High Yield ETF YLD Stock Holding History

Gallagher Fiduciary 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
Q1 		$563K Buy
29,716
+3,406
+13% +$64.9K 0.02% 141
2025
Q4 		$500K Buy
26,310
+9,845
+60% +$188K 0.02% 183
2025
Q3 		$320K Buy
+16,465
New +$318K 0.01% 243

Other funds holding YLD

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gallagher Fiduciary Advisors's YLD Position: Q1 2026 in Review

Gallagher Fiduciary Advisors increased its Principal Active High Yield ETF (YLD) stake by 13% in Q1 2026, buying an estimated $64.9K and bringing the position to 29,716 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #141.

Gallagher Fiduciary Advisors first reported a position in YLD in Q3 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold YLD as of Q1 2026.

  • Gallagher Fiduciary Advisors held 29,716 shares of Principal Active High Yield ETF worth $563K as of Q1 2026.
  • Gallagher Fiduciary Advisors bought 3,406 Principal Active High Yield ETF shares in Q1 2026, an estimated $64.9K.
  • Principal Active High Yield ETF made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #141 holding.
  • Gallagher Fiduciary Advisors first reported a position in Principal Active High Yield ETF in Q3 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.