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

Greenline 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
2026
Q2 		$733K Buy
38,439
+6,396
+20% +$122K 0.6% 47
2026
Q1 		$608K Sell
32,043
-3,394
-10% -$64.6K 0.7% 38
2025
Q4 		$673K Buy
+35,437
New +$678K 0.7% 29

Other funds holding YLD

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
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

Greenline Wealth Management's YLD Position: Q2 2026 in Review

Greenline Wealth Management increased its Principal Active High Yield ETF (YLD) stake by 20% in Q2 2026, buying an estimated $122K and bringing the position to 38,439 shares worth $733K. The position accounts for 0.6% of the portfolio, ranked #47.

Greenline Wealth Management first reported a position in YLD in Q4 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • Greenline Wealth Management held 38,439 shares of Principal Active High Yield ETF worth $733K as of Q2 2026.
  • Greenline Wealth Management bought 6,396 Principal Active High Yield ETF shares in Q2 2026, an estimated $122K.
  • Principal Active High Yield ETF made up 0.6% of Greenline Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Greenline Wealth Management first reported a position in Principal Active High Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.