IAA
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Independent Advisor Alliance’s Principal Active High Yield ETF YLD Stock Holding History

Independent Advisor Alliance’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 		– Sell
-22,802
Closed -$432K – 1647
2026
Q1 		$432K Buy
+22,802
New +$434K ﹤0.01% 1176

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

Independent Advisor Alliance's YLD Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Principal Active High Yield ETF (YLD) in Q2 2026, closing a stake of 22,802 shares — an estimated $432K sold.

Independent Advisor Alliance first reported a position in YLD in Q1 2026 and held it in 1 quarter. The position peaked at $432K in Q1 2026. 68 funds tracked by Wall St. Rank hold YLD as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Principal Active High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 22,802 Principal Active High Yield ETF shares in Q2 2026, an estimated $432K.
  • Independent Advisor Alliance first reported a position in Principal Active High Yield ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Principal Active High Yield ETF position peaked at $432K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held Principal Active High Yield ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.