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IAG Wealth Partners’s Principal Active High Yield ETF YLD Stock Holding History

IAG Wealth 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 		$1.67M Buy
87,776
+87,007
+11,314% +$1.65M 0.17% 65
2026
Q1 		$14.6K Buy
+769
New +$14.6K ﹤0.01% 341

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

IAG Wealth Partners's YLD Position: Q2 2026 in Review

IAG Wealth Partners increased its Principal Active High Yield ETF (YLD) stake by 11,314% in Q2 2026, buying an estimated $1.65M and bringing the position to 87,776 shares worth $1.67M. The position accounts for 0.17% of the portfolio, ranked #65.

IAG Wealth Partners first reported a position in YLD in Q1 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • IAG Wealth Partners held 87,776 shares of Principal Active High Yield ETF worth $1.67M as of Q2 2026.
  • IAG Wealth Partners bought 87,007 Principal Active High Yield ETF shares in Q2 2026, an estimated $1.65M.
  • Principal Active High Yield ETF made up 0.17% of IAG Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • IAG Wealth Partners first reported a position in Principal Active High Yield ETF in Q1 2026 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

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