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

Golden State 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
2020 Q4	–	Sell	-7,890	Closed	-$149K	–	431
2020 Q3	$149K	Buy	+7,890	New	+$148K	0.05%	220
2020 Q2	–	Sell	-7,890	Closed	-$127K	–	948
2020 Q1	$127K	Buy	+7,890	New	+$152K	0.06%	219

Other funds holding YLD

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Golden State Wealth Management's YLD Position: Q4 2020 in Review

Golden State Wealth Management sold out of Principal Active High Yield ETF (YLD) in Q4 2020, closing a stake of 7,890 shares — an estimated $149K sold.

Golden State Wealth Management first reported a position in YLD in Q1 2020 and held it in 2 quarters. The position peaked at $149K in Q3 2020. 16 funds tracked by Wall St. Rank hold YLD as of Q4 2020.

Golden State Wealth Management reported no remaining Principal Active High Yield ETF position as of Q4 2020 after selling out during the quarter.
Golden State Wealth Management sold 7,890 Principal Active High Yield ETF shares in Q4 2020, an estimated $149K.
Golden State Wealth Management first reported a position in Principal Active High Yield ETF in Q1 2020 and held it in 2 quarters.
Golden State Wealth Management's Principal Active High Yield ETF position peaked at $149K in Q3 2020.
16 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.