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
2026 Q2	$82.2K	Buy	+4,308	New	+$81.9K	﹤0.01%	2195
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	–	1817
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 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

Global Retirement Partners's YLD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Principal Active High Yield ETF (YLD) in Q2 2026: 4,308 shares worth $82.2K. The stake represents ﹤0.01% of the portfolio and ranks #2195 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in YLD as recently as Q4 2025.

Global Retirement Partners first reported a position in YLD in Q2 2019 and has held it in 13 quarters since. The position peaked at $134K in Q4 2024. 69 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

Global Retirement Partners held 4,308 shares of Principal Active High Yield ETF worth $82.2K as of Q2 2026.
Principal Active High Yield ETF was a new Global Retirement Partners position in Q2 2026.
Principal Active High Yield ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2195 holding.
Global Retirement Partners first reported a position in Principal Active High Yield ETF in Q2 2019 and has held it in 13 quarters since.
Global Retirement Partners's Principal Active High Yield ETF position peaked at $134K in Q4 2024.
69 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.