GRP
YLD icon

Global Retirement Partners’s Principal Active High Yield ETF YLD Stock Holding History

Global Retirement Partners’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
Q4 		$98.2K Buy
5,169
+348
+7% +$6.66K ﹤0.01% 1932
2025
Q3 		$93.8K Buy
4,821
+60
+1% +$1.16K ﹤0.01% 1542
2025
Q2 		$92.2K Buy
+4,761
New +$90K ﹤0.01% 1479
2024
Q4 		$134K Buy
6,979
+988
+16% +$19.2K ﹤0.01% 1132
2024
Q3 		$117K Buy
5,991
+2,479
+71% +$47.8K ﹤0.01% 1164
2024
Q2 		$66.9K Buy
+3,512
New +$66.7K ﹤0.01% 1385
2020
Q4 		– Sell
-850
Closed -$16K – 1818
2020
Q3 		$16K Hold
850
– – ﹤0.01% 1008
2020
Q2 		$15K Hold
850
– – ﹤0.01% 1003
2020
Q1 		$14K Sell
850
-2,140
-72% -$41.1K ﹤0.01% 928
2019
Q4 		$61K Buy
2,990
+1,340
+81% +$27.1K 0.01% 598
2019
Q3 		$33K Buy
1,650
+800
+94% +$16K 0.01% 733
2019
Q2 		$17K Buy
+850
New +$16.9K ﹤0.01% 974

Other funds holding YLD

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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