Hobart Private Capital’s Principal Active High Yield ETF YLD Stock Holding History

Hobart Private Capital’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	$678K	Sell	35,522 -1,174	-3%	-$22.3K	0.12%	86
2026 Q1	$696K	Buy	36,696 +88	+0.2%	+$1.68K	0.14%	79
2025 Q4	$696K	Sell	36,608 -15,768	-30%	-$302K	0.14%	83
2025 Q3	$1.02M	Buy	52,376 +321	+0.6%	+$6.19K	0.21%	63
2025 Q2	$1.01M	Buy	52,055 +766	+1%	+$14.5K	0.23%	56
2025 Q1	$977K	Sell	51,289 -16,262	-24%	-$314K	0.24%	54
2024 Q4	$1.3M	Buy	67,551 +27,339	+68%	+$531K	0.32%	47
2024 Q3	$785K	Buy	40,212 +9,456	+31%	+$182K	0.2%	46
2024 Q2	$586K	Buy	30,756 +7,939	+35%	+$151K	0.17%	50
2024 Q1	$437K	Buy	+22,817	New	+$432K	0.13%	54

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

Hobart Private Capital's YLD Position: Q2 2026 in Review

Hobart Private Capital reduced its Principal Active High Yield ETF (YLD) stake by 3.2% in Q2 2026, selling an estimated $22.3K and leaving 35,522 shares worth $678K. The position accounts for 0.12% of the portfolio, ranked #86.

Hobart Private Capital first reported a position in YLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.3M in Q4 2024. 68 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

Hobart Private Capital held 35,522 shares of Principal Active High Yield ETF worth $678K as of Q2 2026.
Hobart Private Capital sold 1,174 Principal Active High Yield ETF shares in Q2 2026, an estimated $22.3K.
Principal Active High Yield ETF made up 0.12% of Hobart Private Capital's portfolio in Q2 2026, its #86 holding.
Hobart Private Capital first reported a position in Principal Active High Yield ETF in Q1 2024 and has held it in 10 quarters since.
Hobart Private Capital's Principal Active High Yield ETF position peaked at $1.3M in Q4 2024.
68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.