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 Q2	$657K	Buy	34,453 +4,737	+16%	+$90K	0.02%	157
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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

BWG

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

Gallagher Fiduciary Advisors's YLD Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Principal Active High Yield ETF (YLD) stake by 16% in Q2 2026, buying an estimated $90K and bringing the position to 34,453 shares worth $657K. The position accounts for 0.02% of the portfolio, ranked #157.

Gallagher Fiduciary Advisors first reported a position in YLD in Q3 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

Gallagher Fiduciary Advisors held 34,453 shares of Principal Active High Yield ETF worth $657K as of Q2 2026.
Gallagher Fiduciary Advisors bought 4,737 Principal Active High Yield ETF shares in Q2 2026, an estimated $90K.
Principal Active High Yield ETF made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #157 holding.
Gallagher Fiduciary Advisors first reported a position in Principal Active High Yield ETF in Q3 2025 and has held it in 4 quarters since.
69 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.