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IFP Advisors’s Principal Active High Yield ETF YLD Stock Holding History

IFP Advisors’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 		$450K Buy
23,566
+1,142
+5% +$21.7K 0.01% 1095
2026
Q1 		$425K Buy
22,424
+4,837
+28% +$92.1K 0.01% 1035
2025
Q4 		$334K Buy
17,587
+12,248
+229% +$234K 0.01% 1115
2025
Q3 		$104K Buy
+5,339
New +$103K ﹤0.01% 1650

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

IFP Advisors's YLD Position: Q2 2026 in Review

IFP Advisors increased its Principal Active High Yield ETF (YLD) stake by 5.1% in Q2 2026, buying an estimated $21.7K and bringing the position to 23,566 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #1095.

IFP Advisors first reported a position in YLD in Q3 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • IFP Advisors held 23,566 shares of Principal Active High Yield ETF worth $450K as of Q2 2026.
  • IFP Advisors bought 1,142 Principal Active High Yield ETF shares in Q2 2026, an estimated $21.7K.
  • Principal Active High Yield ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1095 holding.
  • IFP Advisors first reported a position in Principal Active High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.